KO Financial
Firm details
- Headquarters
- ,
- CRD number
- 309172
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals80.79%
- Pension & Profit Sharing Plans19.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
KO Financial is an independent, Virginia-registered wealth advisory firm organized as a corporation and owned by an individual. The firm serves both individual and family clients and some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. KO Financial also operates as an insurance broker, which indicates it combines advisory work with insurance product distribution. Its retail fee options include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, reflecting flexibility for different client needs. KO Financial is a single-state adviser (Virginia).
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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