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Kooman & Associates

Headquartered in ALTOONA, PA

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Firm Information

Kooman & Associates is an independent financial planning firm based in Altoona, Pennsylvania. They provide comprehensive financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. The firm manages over $411 million in assets for over 1,200 clients. They are registered with the SEC and have a team of experienced financial professionals dedicated to helping clients achieve their financial goals.

Kooman & Associates

517 S. LOGAN BLVD.

ALTOONA, PA 16602

$411.33M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

KOOMAN & ASSOCIATES has a total of 3 branch locations across the country.
location

ALTOONA, PA

location

Hollidaysburg, PA

location

Myrtle Beach, SC

Advisors at Kooman & Associates

View All 8 Advisors
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Kyle W Moerschbacher

CFP®, RA

ALTOONA, PA

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Stacy Marie Anderson

RA

ALTOONA, PA

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Justin Richard Best

RA

ALTOONA, PA

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Kathryn Kooman Starkey

CFP®, RA

ALTOONA, PA

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Amy Lynn Delauter

RA

ALTOONA, PA

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Jackson Darius Boyer

RA

ALTOONA, PA

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Jeffrey Nicholas Starkey

CFP®, RA

ALTOONA, PA

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Samantha Jo Yon

RA

ALTOONA, PA

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Disclosures

There are no public disclosures for Kooman & Associates.

Frequently Asked Questions (7)

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