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KOON FINANCIAL PLANNING & CONSULTING/KFP&C
KOON FINANCIAL PLANNING & CONSULTING, LLC
CRD 126051 · SEC 801-132426
384 N MADISON AVE STE. 200, GREENWOOD, IN, 46142, United States
Phone
317-887-1714
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.9M
Discretionary AUM
$145.2M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $20.1M |
| High net worth individuals | 55 | $118.6M |
| Charitable organizations | 10 | $8.2M |
States served
IN
All web addresses on file
Official SEC filing: View on IAPD