Gregory Alan Koenig (Medford)

Name: Gregory Alan Koenig
Address: 1020 E Jackson St, Medford, OR, 97504
Telephone: 541-608-0551

Gregory Alan Koenig is an adviser based in Medford. It manages $73.97 million of regulatory assets for 342 client accounts. It has been registered with the SEC as an adviser since 2006.

Gregory Alan Koenig provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gregory Alan Koenig: assets under management

The assets under management (AUM) of Gregory Alan Koenig is $73.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 147% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.28 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gregory Alan Koenig for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gregory Alan Koenig

Gregory Alan Koenig is owned by Gregory Alan Koenig. Lorrie Anne Miller joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Alan Koenig	Owner	1 Mar 1990	75% - 100%	1342457
Merribeth Chase Midtlyng	Chief compliance officer	1 Apr 2006	Other	4868560
Lorrie Anne Miller	Chief compliance officer	1 Nov 2007	Other	5296122

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Allison Koenig	Silent owner (5%)	1 Jun 2007	Other	5887273

Based in Medford

The principal office where Gregory Alan Koenig performs its advisory services is located at 1020 E Jackson St, Medford, OR 97504 The mailing address of the firm is 2436 Silver Palm Cir, Medford, OR 97504. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-608-0551 or by fax 541-608-0423. The normal business hours are 6:30 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at koeniginvestment@qwest.net.