KOENIG INVESTMENT ADVISORY, LLC
CRD #311422 SEC #801-119834 ASHLAND, OR 541-608-0551
SEC Registered
Total AUM
$240.5M
Discretionary
$240.5M
Employees
3
Clients
0
Accounts
597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $240.5M | $240.5M | $0 | 3 | 0 |
| Jan 2024 | $226.2M | $226.2M | $0 | 3 | 0 |
| Jun 2023 | $192.5M | $192.5M | $0 | 3 | 0 |
| Jun 2023 | $192.5M | $192.5M | $0 | 3 | 0 |
| Jan 2023 | $192.5M | $192.5M | $0 | 3 | 0 |
| Jan 2023 | $192.5M | $192.5M | $0 | 3 | 0 |
| Jan 2022 | $214M | $214M | $0 | 4 | 0 |
| Jan 2022 | $214M | $214M | $0 | 6 | 0 |
| Oct 2021 | $199.8M | $199.8M | $0 | 3 | 0 |
| Apr 2021 | $199.8M | $199.8M | $0 | 3 | 0 |
| Mar 2021 | $199.8M | $199.8M | $0 | 3 | 0 |
| Nov 2020 | $0 | $0 | $0 | 3 | 0 |
| Oct 2020 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0