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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, LORRIE ANNE | I | INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER | NA | |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MCCULLOUGH, JEFFREY, L | I | PRINCIPAL; INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
Registrations
Federal
IA
Jan 28, 2025 REGISTERED
Notice Filings (8)
AZ CA CO ID NE OR TX WA
Address
739 N MAIN STREETASHLAND, OR 97520
United States
Phone: 541-608-0551