Prflug Koory, LLC (Omaha)
Prflug Koory, LLC is a large advisory firm based in Omaha. It manages $36.97 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.
Prflug Koory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Prflug Koory: assets under management
The assets under management (AUM) of Prflug Koory, LLC is $36.97 million. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Prflug Koory, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Prflug Koory, LLC
Thomas Frederick Pflug has been acting as President since 1 Sep 2000. Marcia Ann Koory joined the executive team most recently as the Vice President.
Direct owners and executive officers
Based in Omaha
The principal office where Prflug Koory, LLC performs its advisory services is located at 14441 Dupont Circle, Omaha, NE 68144, 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 402-691-0988 or by fax 402-691-0251. The normal business hours are 8:00am to 4:00pm on Monday - Friday.
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