Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc.
● SEC registered since 1999CRD 111872SEC# 801-56878Decatur, IL
Reg. AUM
$2.66B
Employees
67
Accounts
13,260
Location
Decatur, IL
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. assets under management
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. is an SEC-registered investment adviser based in Decatur, IL. The firm has been registered since 1999. It reports $2.7 billion in regulatory assets under management and employs 67 people.
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Bayard Closser Control | President | 10-25% | 2017 |
| David Paul Koshinski Control | Ceo | Over 75% | 1996 |
| Lori Lea Fuerstenberg Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. manage?
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. have?
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. reports 67 employees.
Where is Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. located?
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. is based in Decatur, IL and has been SEC-registered since 1999.
Does Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. disclose fund performance?
Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 226 W. Eldorado, Decatur, IL 62522 |
| Phone | 217-425-6340 |
| Fax | 217-425-9581 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1633389 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.66B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$2.66Bregulatory AUM
Discretionary $2.47BNon-discretionary $182M