Kooman & Associates
Kooman & Associates (CRD# 322163) is a financial advisory firm headquartered in Altoona, PA. They manage $411,330,658 in 1,235 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management411MILLION
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Total Number of Accounts1,235ACCOUNTS
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Average Account Value$333,061
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, FL, NC, NY, PA, TX, VA
Stacy Anderson (CRD# 4782048) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 15 years of experience in the finance industry.
Amy Delauter (CRD# 3233869) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 24 years of experience in the finance industry.
Jeffrey Starkey (CRD# 6323982) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 9 years of experience in the finance industry.
Kathryn Starkey (CRD# 6338971) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 9 years of experience in the finance industry.
Samantha Yon (CRD# 6812511) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 6 years of experience in the finance industry.
Justin Best (CRD# 7756038) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has 1 year of experience in the finance industry.
Kyle Moerschbacher (CRD# 7241062) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 2 years of experience in the finance industry.