KOON FINANCIAL PLANNING & CONSULTING, LLC
Legal name: KOON FINANCIAL PLANNING & CONSULTING/KFP&C
CRD #126051 SEC #801-132426 GREENWOOD, IN 317-887-1714
SEC Registered
Total AUM
$114.5M
Discretionary
$112.7M
Employees
2
Clients
1
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Aug 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Aug 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Aug 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Aug 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Jul 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Jul 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Jun 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Jun 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Mar 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
| Mar 2025 | $114.5M | $112.7M | $1.9M | 2 | 0 |
DateSep 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateAug 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateAug 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateAug 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateAug 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateJul 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateJul 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateJun 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateJun 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2025
Total AUM$114.5M
Discretionary$112.7M
Non-Disc.$1.9M
Employees2
Clients0