KOTYS WEALTH PROFESSIONALS is a Valparaiso, Indiana based financial advisory firm with nearly $181,493,871 in assets under management and provides investment advisory services for 651 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 168156 | |
| SEC#: | 801-118738 | |
| Assets under Management: | $181,493,871 | |
| No. of Clients: | 651 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services | |
| Fee Structure: | A percentage of AUM, Hourly charges, Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HOWARD BAILEY SECURITIES, LLC | 282712 | 801-114636 | 5182 | 12 | $340,214,421 |
| ORG PARTNERS | 312728 | 801-120444 | 1766 | 23 | $455,309,349 |
| GETTINGS REED FINANCIAL | 306757 | 801-117868 | 1356 | 5 | $313,707,477 |
| MARIPAU WEALTH MANAGEMENT LLC | 311934 | 801-120262 | 1157 | 13 | $142,778,983 |
| MONON WEALTH MANAGEMENT | 289413 | 801-114130 | 1092 | 8 | $257,857,171 |
| INNOVATIVE PORTFOLIOS LLC | 281382 | 801-106812 | 988 | 17 | $714,337,415 |
| WILLIAMSON LEGACY GROUP, LLC | 318629 | 801-123281 | 937 | 6 | $157,074,178 |
| CAPITAL ADVISOR NETWORK | 297578 | 801-123345 | 885 | 11 | $101,053,540 |
| PROVIDER FINANCIAL, INC. | 168964 | 801-113344 | 738 | 3 | $235,000,000 |
| BISCHOFF WEALTH MANAGEMENT GROUP, LLC | 171652 | 801-106594 | 707 | 5 | $208,299,291 |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | 801-112009 | 456 | 29 | $3,484,956,576 |
| DAVID P. GILLIAM & ASSOCIATES, INC. | 285515 | 801-123723 | 445 | 2 | $122,479,716 |
| TRUST INVESTMENT ADVISORS | 309233 | 801-118875 | 391 | 6 | $170,434,821 |
| THE FINANCIAL RESOURCE CENTER | 316747 | 801-122673 | 380 | 9 | $304,639,389 |
| ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | 285390 | 801-108528 | 238 | 6 | $6,717,288,274 |
| CXI ADVISORS, LLC | 301321 | 801-115248 | 0 | 1 | $0 |