KOOMAN & ASSOCIATES
CRD #322163 SEC #801-126429 ALTOONA, PA 814-941-4800
SEC Registered
Total AUM
$472.4M
Discretionary
$472.4M
Employees
9
Clients
251
Accounts
1,256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $472.4M | $472.4M | $0 | 9 | 1 |
| Mar 2025 | $472.4M | $472.4M | $0 | 9 | 1 |
| Mar 2025 | $472.4M | $472.4M | $0 | 9 | 1 |
| Oct 2024 | $411.3M | $411.3M | $0 | 9 | 0 |
| Jul 2024 | $411.3M | $411.3M | $0 | 9 | 0 |
| Mar 2024 | $411.3M | $411.3M | $0 | 9 | 0 |
| Mar 2024 | $411.3M | $411.3M | $0 | 9 | 0 |
| Dec 2023 | $340.3M | $340.3M | $0 | 9 | 0 |
| Dec 2023 | $340.3M | $340.3M | $0 | 9 | 0 |
| Feb 2023 | $340.3M | $340.3M | $0 | 9 | 0 |
| Feb 2023 | $340.3M | $340.3M | $0 | 9 | 0 |
| Dec 2022 | $320.3M | $314.4M | $5.9M | 8 | 0 |
| Nov 2022 | $0 | $0 | $0 | 8 | 0 |
| Jul 2022 | $0 | $0 | $0 | 8 | 0 |
DateSep 2025
Total AUM$472.4M
Discretionary$472.4M
Non-Disc.$0
Employees9
Clients1
DateMar 2025
Total AUM$472.4M
Discretionary$472.4M
Non-Disc.$0
Employees9
Clients1
DateMar 2025
Total AUM$472.4M
Discretionary$472.4M
Non-Disc.$0
Employees9
Clients1
DateOct 2024
Total AUM$411.3M
Discretionary$411.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$411.3M
Discretionary$411.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$411.3M
Discretionary$411.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$411.3M
Discretionary$411.3M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$340.3M
Discretionary$340.3M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$340.3M
Discretionary$340.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$340.3M
Discretionary$340.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$340.3M
Discretionary$340.3M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$320.3M
Discretionary$314.4M
Non-Disc.$5.9M
Employees8
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0