Koi Portfolio Management, LLC

Koi Portfolio Management, LLC (CRD# 310421) is a financial advisory firm headquartered in , . They manage $50,534,250 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://koi-portfolio-management.business.site/
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $587,608
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Koi Portfolio Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gordon Lacquement, financial advisor Santa Rosa Beach, FL
Gordon R. Lacquement
CRD#: 3005625
Santa Rosa Beach,, FL

Gordon Lacquement (CRD# 3005625) is an Investment Advisor Representative working at Koi Portfolio Management, LLC in Santa Rosa Beach,, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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