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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: KOENIG INVESTMENT ADVISORY, LLC CRD Number: 117098OtherThanAnnual Amendment
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Gather all necessary information such as personal details, financial goals, risk tolerance, and investment preferences.
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Contact Koenig Investment Advisory and schedule a meeting or consultation.
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Meet with a financial advisor to discuss your financial situation and goals.
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Fill out the required paperwork and provide all necessary documentation.
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Who needs koenig investment advisory home?

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Those who are seeking a tailored approach to managing their wealth and assets.
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Koenig Investment Advisory Home is a form required by the SEC for registered investment advisors.
Registered investment advisors are required to file Koenig Investment Advisory Home.
Koenig Investment Advisory Home can be filled out online through the SEC's electronic filing system or by submitting a paper form.
The purpose of Koenig Investment Advisory Home is to provide the SEC with important information about registered investment advisors.
Koenig Investment Advisory Home requires information such as assets under management, number of clients, and investment strategies.
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