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Valparaiso, Indiana
$101.6 million AUM
1 office

Kotys Wealth Professionals is based in Valparaiso, Indiana and has $101.6 million in assets under management.

Location
175 Lincolnway
Suite D.
Valparaiso, IN 46383
$101.6 million
AUM
6
Employees
AUM Share
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$101,552,666
Assets under management
527 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 147 $23,337,419 23% $158,758
High net worth individuals 84 $66,313,563 65% $789,447
Pension and profit sharing plans Fewer than 5 clients $2,169,993
Charitable organizations Fewer than 5 clients $8,973,813
Other corporations or businesses Fewer than 5 clients $757,878
Employees Share
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6
Employees
3
Investment analysts
50% of total employees
AUM per employee Share
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$101,552,666
Assets under management
$16,925,444
AUM per employee
$33,850,889
AUM per investment analyst
About Share
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Compensation

Kotys Wealth Professionals makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Percentage retirement plan assets under advisement
Services offered

Kotys Wealth Professionals provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 168,156
SEC number 801-118738
Legal structure Limited Liability Company
Legal governance Indiana, United States
Latest ADV filing date April 15, 2020

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