Pflug Koory, LLC
● SEC registered since 2000CRD 109268SEC# 801-57982Omaha, NE
Reg. AUM
$347M
Employees
2
Accounts
124
Location
Omaha, NE
Pflug Koory, LLC assets under management
Pflug Koory, LLC is an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2000. It reports $347 million in regulatory assets under management and employs 2 people.
Pflug Koory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Marie Sulentic | Member/Client Services Manager | 10-25% | 2020 |
| Megan M Koory | Member/Investment Research Analyst | 5-10% | 2022 |
| Thomas Frederick Pflug Control | Member Manager & Chief Compliance Officer | 50-75% | 2000 |
Frequently asked questions
How much does Pflug Koory, LLC manage?
Pflug Koory, LLC reports $347 million in regulatory assets under management on its Form ADV.
How many employees does Pflug Koory, LLC have?
Pflug Koory, LLC reports 2 employees.
Where is Pflug Koory, LLC located?
Pflug Koory, LLC is based in Omaha, NE and has been SEC-registered since 2000.
Does Pflug Koory, LLC disclose fund performance?
Pflug Koory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11312 'q' Street, Omaha, NE 68137 |
| Phone | 402-691-0988 |
| Fax | 402-691-0251 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$347M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$347Mregulatory AUM
Discretionary $324.6MNon-discretionary $22.4M