KOSS-OLINGER CONSULTING, LLC. - Financial Advisor in Florida, Gainesville

Tel: 352-373-3337 2700-A Nw 43rd Street Gainesville, Florida 32606

About KOSS-OLINGER CONSULTING, LLC.

KOSS-OLINGER CONSULTING, LLC. is a Gainesville, Florida based financial advisory firm with nearly $1,869,130,545 in assets under management and provides investment advisory services for 3016 clients. There are currently 34 financial advisors at the firm.

General Information

Firm CRD#:

111855

Firm SEC#:

801-58175

Assets Under Management:

$1,869,130,545

No. of Clients:

3016

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Florida?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Florida, Gainesville

FirmCRD#:175341

SEC#:801-123429

No. of Advisors:6

No. of Clients:500

AUM:$128,903,040

FirmCRD#:154242

SEC#:801-123284

No. of Advisors:4

No. of Clients:713

AUM:$124,652,736

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

TOGETHER AND/OR TOGETHER PLANNING

175341

801-123429

500

$128,903,040

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

154242

801-123284

713

$124,652,736

Explore More Financial Advisor Firms in Gainesville, Florida >>