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KOOMAN & ASSOCIATES
CRD 322163 · SEC 801-126429
517 S. LOGAN BLVD., ALTOONA, PA, 16602, United States
Phone
814-941-4800
Fax
814-941-4807
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$555.6M
Discretionary AUM
$555.6M
Team
10 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $79.9M |
| High net worth individuals | 158 | $450.7M |
| Charitable organizations | 6 | $7.0M |
| Corporations/business entities | 16 | $16.5M |
States served
NY, NC, PA, SC, VA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/jeff-starkey-cfp%C2%AE-6490244/
- https://www.linkedin.com/in/kate-kooman-starkey-cfp%C2%AE-77687180/
- https://www.linkedin.com/in/kylemoerschbacher/
- https://www.linkedin.com/in/taylor-canole/
- https://www.linkedin.com/in/justin-best/
- https://www.linkedin.com/in/stacy-anderson-55a370304
- https://www.instagram.com/koomanandassociatesllc/
- https://www.linkedin.com/in/jackson~boyer
- https://www.linkedin.com/company/kooman-&-associates/
- https://www.facebook.com/KoomanAndAssociatesLlc/
- https://www.kooman.com/
Official SEC filing: View on IAPD