Kodiak Investment Management LLC
Firm details
- Headquarters
- Aitkin, Minnesota
- CRD number
- 152925
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kodiak Investment Management LLC operates as an independent, individual-owned RIA that serves mainly individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and appears to operate alongside a law practice. Its fee model is flexible: it charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Kodiak is not marketed as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- State & Local Bonds10%
Contacts
1 of 1
Paul-bryan Zenke
PresidentCRD 3254506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aitkin, MN
Aitkin
Location
Aitkin, MN
Headquartered in Aitkin, MN, in the Midwest of the United States.
- Region
- Midwest
- County
- Aitkin
- Address
- 29670 440th Ave
- Time zone
- CT (UTC-6)
- Office locations
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