KOINONIA FINANCIAL

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Adviser Profile
As of Date 03/04/2025
Adviser Type
Number of Employees 5
of those in investment advisory functions 1 -50.00%
Registration Louisiana, Approved, 01/19/2021
Other registrations (1)
AUM* 90,802,984 9.86%
of that, discretionary 80,536,625 5.74%
Private Fund GAV* 0
Avg Account Size 162,438 10.45%
% High Net Worth 9.15% 26.31%
SMA’s No
Private Funds 0
Contact Info 281 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees