Kooman & Associates
Firm details
- Headquarters
- Altoona, Pennsylvania
- CRD number
- 322163
- Registered since
- December 9, 2022
- Website
- www.kooman.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.12%
- Individuals14.38%
- Corporations / Businesses2.97%
- Charitable Organizations1.27%
- Pension & Profit Sharing Plans0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kooman & Associates is an independent, LLC-structured registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Its fees are a combination of percentage-of-assets-under-management and fixed fees. Kooman & Associates identifies as an active ESG investor and positions itself as an advisor/manager rather than a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds83%
- Exchange Traded Equities6%
- Cash & Cash Equivalents6%
- Other2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$356M in ETFs
10%
$34.6M
86%
$322M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $153M | 2,918,050 | 42.89% |
Location
Altoona, PA
Blair
Location
Altoona, PA
Headquartered in Altoona, PA, anchoring the Altoona-Huntingdon, PA metro in the Northeast.
- Metro area
- Altoona-Huntingdon, PA
- Region
- Northeast
- County
- Blair
- Address
- 517 S Logan Blvd
- Time zone
- ET (UTC-5)
- Office locations
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