Assets Under Management
$2.1B
Number of Clients
727
Number of Advisors
15
Average Client AUM
$2.9M
AUM per Advisor
$138.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Koss Olinger offers investment portfolio management, investment supervisory services, investment advice through consultations, and financial planning. They use The Wealth Navigator System™ to tailor services to individual client needs. They manage assets on both a discretionary and non-discretionary basis.
2700-A NW 43rd Street, Gainesville, FL, 32606