Koshinski Asset Management Inc. (Decatur)
Koshinski Asset Management Inc. is a large advisory firm based in Decatur. It manages $428.44 million of regulatory assets for 1,710 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Colorado, and 30 other states.
Koshinski Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Koshinski Asset Management: assets under management
The assets under management (AUM) of Koshinski Asset Management Inc. is $428.44 million. The firm's AUM has grown by 734% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Koshinski Asset Management Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Koshinski Asset Management Inc.
Koshinski Asset Management Inc. is owned by David Paul Koshinski. Gary E Owen joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Decatur
The principal office where Koshinski Asset Management Inc. performs its advisory services is located at 226 W. Eldorado, Decatur, IL 62522 The mailing address of the firm is P.O. Box 170, Decatur, IL 62525 0170. An additional office of the firm is in Terre Haute, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 217-425-6340 or by fax 217-425-9581. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.
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