Dakota
Dakota
Book a Demo
Talk to an Expert

Kooman & Associates, LLC

EST. AUM
$555,581,262

CONTACTS

CLIENT ACCOUNTS
1,596

Firm Details

Metro area Harrisburg
CRD Number 322163
Website kooman.com
Client types

Overview

Kooman & Associates is a Pennsylvania-based SEC-registered wealth management and investment advisory firm providing discretionary portfolio management, financial planning, retirement planning, pension consulting, and estate-focused advisory services to high-net-worth individuals, families, and institutional clients. The firm follows a fiduciary, client-centric approach emphasizing customized investment strategies, long-term wealth preservation, and comprehensive financial guidance tailored to each client’s objectives and risk profile.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy