Kooman & Associates
● SEC registered since 2022CRD 322163SEC# 801-126429Altoona, PA
Reg. AUM
$555.6M
Employees
10
Accounts
1,596
Location
Altoona, PA
Kooman & Associates assets under management
Kooman & Associates is a registered investment adviser overseen by the SEC based in Altoona, PA. The firm has been registered since 2022. It reports $555.6 million in regulatory assets under management and employs 10 people.
Kooman & Associates owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Nicholas Starkey Control | Chief Compliance Officer | Under 5% | 2022 |
| The Starkey Family Joint Revocable Trust Control | Managing Member | Over 75% | 2026 |
| Jeffrey Nicholas Starkey Control | Co-Trustee | — | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Kooman & Associates manage?
Kooman & Associates reports $555.6 million in regulatory assets under management on its Form ADV.
How many employees does Kooman & Associates have?
Kooman & Associates reports 10 employees.
Where is Kooman & Associates located?
Kooman & Associates is based in Altoona, PA and has been SEC-registered since 2022.
Does Kooman & Associates disclose fund performance?
Kooman & Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 517 S. Logan Blvd., Altoona, PA 16602 |
| Phone | 814-941-4800 |
| Fax | 814-941-4807 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1961850 |
| Discloses disciplinary history | No |
Regulatory AUM
$555.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$555.6Mregulatory AUM
Discretionary $555.6M