Gregory Alan Koenig is an adviser based in Medford. It manages $73.97 million of regulatory assets for 342 client accounts. It has been registered with the SEC as an adviser since 2006.
Gregory Alan Koenig provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gregory Alan Koenig is $73.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 147% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Gregory Alan Koenig for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gregory Alan Koenig is owned by Gregory Alan Koenig. Lorrie Anne Miller joined the executive team most recently as the Chief Compliance Officer.
The principal office where Gregory Alan Koenig performs its advisory services is located at 1020 E Jackson St, Medford, OR 97504 The mailing address of the firm is 2436 Silver Palm Cir, Medford, OR 97504. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-608-0551 or by fax 541-608-0423. The normal business hours are 6:30 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at koeniginvestment@qwest.net.