Michael
Koenig
Firstrust
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About this Advisor
Michael Koenig is a financial advisor based in Daytona Beach, Florida, working with Firstrust. Michael has previously held a position at Firstrust. Michael has passed the Series 65 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Michael is part of Firstrust, which operates out of Daytona Beach, Florida. The firm has 7 employees and manages assets totaling $200.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Firstrust includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Firstrust Brokerage Details
$200,000,000
7
126
$1,587,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Koenig Work History
Firstrust
Disclosures
Please visit the SEC profile of Michael Koenig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Firstrust
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
Daytona Beach, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
