Kooman & Associates
Overview
Kooman & Associates is a financial advisory firm based in Altoona, Pennsylvania, offering investment management and consulting services. The firm provides comprehensive financial planning, including retirement planning, wealth management, and estate planning. They focus on understanding clients' personal goals and values to create tailored financial strategies. Their services encompass investment management, risk management, income tax planning, and charitable giving. The firm emphasizes a collaborative, family-oriented approach to financial planning, aiming to simplify complex financial issues and help clients achieve their personal and financial objectives. Kooman & Associates is registered with the U.S. Securities and Exchange Commission and operates as a limited liability company formed in Pennsylvania. The firm is principally owned by Jeffrey Starkey and Kathryn Starkey, who also serve as the firm's Co-Managing Members. The firm's investment advisory services are offered on a fee basis, with annual fees that include investment management services and, if specifically requested by the client, financial planning and consulting services. The firm has been in business since 1991 and is committed to providing high-quality, personalized financial services to its clients.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Kooman & Associates
What sectors does Kooman & Associates invest in?
Kooman & Associates invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Altoona, Pennsylvania, United States. Kooman & Associates is listed as a private investment firm in the ConnectSafely investor database.
What stage does Kooman & Associates invest at?
Kooman & Associates backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Kooman & Associates invest in?
Kooman & Associates invests across United States.
Who are the partners at Kooman & Associates?
Team members listed for Kooman & Associates include Stacy Anderson (Director of Operations).
What companies has Kooman & Associates invested in?
Kooman & Associates's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Kooman & Associates?
Kooman & Associates's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
