Kosinski Associates Inc (Riverhead)

Kosinski Associates Inc is a large advisory firm based in Riverhead. It manages $59.67 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Kosinski Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kosinski Associates: assets under management

The assets under management (AUM) of Kosinski Associates Inc is $59.67 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.01 million in discretionary accounts and $28.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $313.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $311.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kosinski Associates Inc for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kosinski Associates Inc

John Joseph Kosinski has been acting as President since 1 Jan 1980. Ernest Lee Vorpahl joined the executive team most recently as the Investment Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Kosinski	President	1 Jan 1980	75% - 100%	719585
Annmarie Zilnicki	Manager	1 Jan 1988	Other	1321897
Rosemary Kirby Bloem	Manager	1 Jan 1990	Other	1915423
Ernest Lee Vorpahl	Investment manager	1 May 2003	Other	2717578

Based in Riverhead

The principal office where Kosinski Associates Inc performs its advisory services is located at 318 Roanoke Ave, Riverhead, NY 11901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.