Kooman & Associates
Kooman & Associates, LLC is a registered investment adviser and financial planning firm headquartered in Altoona, Pennsylvania. Founded in 2011 and principally owned by Jeffrey Starkey and Kathryn Starkey, the firm provides discretionary investment advisory and comprehensive financial planning services primarily to individuals and families. As of its latest public filings and disclosures, the firm has approximately 5 employees and serves over 210 individual clients. Kooman & Associates focuses on helping clients navigate complex financial goals and preserve their wealth through tailored financial advice.
Investment Strategy
Kooman & Associates delivers discretionary investment advisory services, crafting investment portfolios tailored to each client’s financial objectives and risk tolerance. Their services include ongoing investment management, as well as financial planning and consulting as needed. Portfolios are managed primarily through asset allocation and security selection designed to meet long-term wealth preservation and growth goals, and the firm’s investment philosophy centers around independent thinking, personalized solutions, and transparent advice, with a minimum asset level typically set at $1,000,000. The firm emphasizes understanding client values and financial challenges to design strategies that adapt to life's evolving stages.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 39.31% | $127.5M | 2,785,357 | $30.24 | $45.76 | +$12.7M |
D DFIC | DIMENSIONAL ETF TRUST | 15.97% | $51.8M | 1,579,027 | $24.68 | $32.79 | +$4.0M |
D DFEM | DIMENSIONAL ETF TRUST | 9.89% | $32.1M | 1,000,108 | $24.32 | $32.07 | +$3.2M |
D DFUV | DIMENSIONAL ETF TRUST | 6.30% | $20.4M | 456,957 | $34.84 | $44.69 | +$1.9M |
D DUHP | DIMENSIONAL ETF TRUST | 6.15% | $19.9M | 527,821 | $27.48 | $37.77 | +$2.1M |