Insights

Niche Market Focus Kooman & Associates specializes in personalized financial planning, targeting clients seeking tailored advice on wealth preservation and life goals, which presents opportunities for customized financial products and premium advisory services.

Growing Revenue Potential With an annual revenue between 10 million and 25 million and a focused client base, there is potential to expand offerings such as digital financial tools or advanced investment platforms to deepen client engagement.

Technology Stack Utilization Utilizing modern web technologies like Bootstrap, JavaScript, and analytics tools indicates openness to digital solutions and online client engagement strategies, ideal for introducing fintech integrations or marketing automation.

Regulatory Compliance Being an SEC-registered investment adviser ensures a focus on compliance and security, providing opportunities for solutions that streamline regulatory reporting, risk management, and secure client data handling.

Competitive Positioning As a smaller firm amidst industry giants, Kooman & Associates might benefit from partnership opportunities or innovative marketing strategies to differentiate its personalized service in a competitive landscape.

Kooman & Associates Tech Stack

Kooman & Associates uses 8 technology products and services including Google Fonts API, jQuery, Wow, and more. Explore Kooman & Associates's tech stack below.

  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Wow
    Marketing Analytics
  • Windows Server
    Operating Systems
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Media & News

Kooman & Associates's Email Address Formats

Kooman & Associates uses at least 1 format(s):
Kooman & Associates Email FormatsExamplePercentage
First.Last@kooman.comJohn.Doe@kooman.com
50%
First.Last@kooman.comJohn.Doe@kooman.com
50%

Frequently Asked Questions

Where is Kooman & Associates's headquarters located?

Minus sign iconPlus sign icon
Kooman & Associates's main headquarters is located at 517 South Logan Boulevard Altoona, Pennsylvania 16602 United States. The company has employees across 1 continents, including North America.

What is Kooman & Associates's phone number?

Minus sign iconPlus sign icon
You can contact Kooman & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kooman & Associates's official website and social media links?

Minus sign iconPlus sign icon
Kooman & Associates's official website is kooman.com and has social profiles on LinkedIn.

What is Kooman & Associates's SIC code NAICS code?

Minus sign iconPlus sign icon
Kooman & Associates's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Kooman & Associates have currently?

Minus sign iconPlus sign icon
As of January 2026, Kooman & Associates has approximately 12 employees across 1 continents, including North America. Key team members include Owner: C. T.Wealth Advisor / Owner: M. K.Financial Planner: J. S.. Explore Kooman & Associates's employee directory with LeadIQ.

What industry does Kooman & Associates belong to?

Minus sign iconPlus sign icon
Kooman & Associates operates in the Financial Services industry.

What technology does Kooman & Associates use?

Minus sign iconPlus sign icon
Kooman & Associates's tech stack includes Google Fonts APIjQueryWowWindows ServerBootstrapGoogle AnalyticsApacheApache HTTP Server.

What is Kooman & Associates's email format?

Minus sign iconPlus sign icon
Kooman & Associates's email format typically follows the pattern of First.Last@kooman.com. Find more Kooman & Associates email formats with LeadIQ.

When was Kooman & Associates founded?

Minus sign iconPlus sign icon
Kooman & Associates was founded in 1991.

Kooman & Associates

Financial ServicesPennsylvania, United States11-50 Employees

As the times of your life change, your focus shifts and your goals evolve. More often than not, life gets more complicated. For whatever lies ahead, our financial planning team is dedicated to helping you preserve the success you’ve spent a lifetime creating. We want to understand the challenges you face and the values you want to protect, so we can help create a plan that’s right for you.

Kooman & Associates, LLC (“K&A”) is an SEC registered investment adviser located in Altoona, Pennsylvania. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request.

Section iconCompany Overview

Headquarters
517 South Logan Boulevard Altoona, Pennsylvania 16602 United States
Phone number
Website
kooman.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Kooman & Associates's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Kooman & Associates's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.