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KOALA FINANCIAL
KOALA FINANCIAL, INC.
CRD 340891
5012 CENTRAL AVENUE, SUITE J, BONITA, CA, 91902, United States
Phone
619 475 5542
Fax
(619)-475-8347
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
All web addresses on file
Official SEC filing: View on IAPD