The KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. is a privately held investment adviser that advises $2.66Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 119.5% over the last 5-years.
The Group has been registered with the SEC for 26.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 18 office locations with their Headquarters at 226 W. ELDORADO, DECATUR, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 67 employees comprised of 65 investment and 2 non-investment staff. The total number of Employees decreased by 14.1% over the last 5-years.
Their $2.66Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 122 other accounts. Assets of Individuals clients own $1.62Bn or 60.84% of Total Assets and High Net Worth Individuals own $926.94mn or 34.91% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.