KOTYS WEALTH PROFESSIONALS

1111 Glendale Blvd
Suite 105
Valparaiso, Indiana 46383
Tel: 219-465-6924

About KOTYS WEALTH PROFESSIONALS

KOTYS WEALTH PROFESSIONALS, formally registered with the SEC as KOTYS WEALTH PROFESSIONALS. The firm was established in 05/15/2020. They have over 2 offices throughout the country.

KOTYS WEALTH PROFESSIONALS is a Valparaiso, Indiana based Financial Planning firm with nearly $223,430,054 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168156
SEC#	801-118738
Assets Managed by Firm	$223,430,054
No. of Clients	727
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	727	$223,430,054
Individuals (other than high net worth individuals)	152	$41,517,644
High net worth individuals	117	$161,990,475
Pension and profit sharing plans	Fewer than 5 clients	$2,696,999
Charitable organizations	Fewer than 5 clients	$16,884,122
Corporations or other businesses	Fewer than 5 clients	$340,814

More Retirement Planning firms in Valparaiso, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Valparaiso, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.