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PFLUG KOORY, LLC

CRD 109268 · SEC 801-57982

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11312 'Q' STREET, OMAHA, NE, 68137, United States

Phone

402-691-0988

Fax

402-691-0251

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$347.0M

Discretionary AUM

$324.6M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals64$281.8M
High net worth individuals58$26.9M
Charitable organizations2$38.2M

States served

NE, TX

All web addresses on file

Official SEC filing: View on IAPD