KOSS-OLINGER CONSULTING, LLC.

2700-A Nw 43rd Street
Gainesville, Florida 32606
Tel: 352-373-3337

About KOSS-OLINGER CONSULTING, LLC.

KOSS-OLINGER CONSULTING, LLC, formally registered with the SEC as KOSS-OLINGER CONSULTING, LLC. The firm was established in 11/24/2000. They have over 2 offices throughout the country.

KOSS-OLINGER CONSULTING, LLC. is a Gainesville, Florida based Financial Planning firm with nearly $1,869,130,545 assets under management, offering retirement planning & investment advisory services to 3016 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111855
SEC#	801-58175
Assets Managed by Firm	$1,869,130,545
No. of Clients	3016
No. of Advisors	34

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3016	$1,869,130,545
Individuals (other than high net worth individuals)	262	$90,859,153
High net worth individuals	408	$1,606,453,441
Pension and profit sharing plans	21	$57,071,000
Charitable organizations	6	$30,149,123
Corporations or other businesses	7	$84,597,828

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