Hugo
Sanchez
Koenig Investment Advisory, LLC
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About this Advisor
Hugo Sanchez is a financial advisor based in Ashland, Oregon, working with Koenig Investment Advisory, LLC. Hugo has previously held positions at Edward Jones, Options For Southern Oregon, Behavior Analysis And Therapy Partners, UPS, Promoworks, Hugo Sanchez/Urs, Cutler Investment Counsel, LLC, Nv Farms, Telepro Group, and Koenig Investment Advisory, LLC. Hugo has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Hugo is part of Koenig Investment Advisory, LLC, which operates out of Ashland, Oregon. The firm has 3 employees and manages assets totaling $226.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Koenig Investment Advisory, LLC includes asset-based fees.
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Koenig Investment Advisory, LLC Brokerage Details
$226,163,831
3
605
$373,825
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Hugo Sanchez Work History
Koenig Investment Advisory, LLC
Telepro Group
Cutler Investment Counsel, LLC
Nv Farms
Edward Jones
Options For Southern Oregon
Behavior Analysis And Therapy Partners
Ups
Promoworks
Hugo Sanchez/Urs
Disclosures
Please visit the SEC profile of Hugo Sanchez 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 Koenig Investment Advisory, LLC
Ashland, OR
Ashland, OR
Ashland, OR
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