Kosinski Associates Inc is a large advisory firm based in Riverhead. It manages $59.67 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Kosinski Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kosinski Associates Inc is $59.67 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kosinski Associates Inc for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Joseph Kosinski has been acting as President since 1 Jan 1980. Ernest Lee Vorpahl joined the executive team most recently as the Investment Manager.
The principal office where Kosinski Associates Inc performs its advisory services is located at 318 Roanoke Ave, Riverhead, NY 11901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 631-727-8111 or by fax 631-727-1817. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.