Koshinski Asset Management is an investment advisor in Decatur with $1.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364061968
SEC advisor number
801-56878
FINRA CRD number
111872
AUM ?
$1.88 bn
(as of 29 Nov 22)
Accounts
8,258
(as of 29 Nov 22)
Employees
82
(82 investment advisory or research)
Address
Koshinski Asset Management
226 WEST ELDORADO STREET
DECATUR
IL 62522
226 WEST ELDORADO STREET
DECATUR
IL 62522
Office hours
Monday - Friday, 7:30 AM - 4:30 PM
Phone
217-425-6340
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Closser, Allen, Bayard | President | 06/2017 | < 5% |
Koshinski, David, Paul | CEO | 01/1996 | > 75% |
Yeager, Mary, Jane | Municipal Principal | 05/2016 | < 5% |
Hancock, Michelle, Suzanne | Registered Options Principal | 08/2016 | < 5% |
Fuerstenberg, Lori, Lea | Chief Compliance Officer | 11/2018 | < 5% |
Ealy, Thomas, James | Shareholder | 07/2008 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22