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KOOMAN & ASSOCIATES

ALTOONA, PA · CRD 322163 · IAPD ↗ · 814-941-4800

$555.6MRegulatory AUM
6Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — KOOMAN & ASSOCIATES notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — KOOMAN & ASSOCIATES crossed $500M in regulatory AUM ($472.4M -> $555.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
November 2024 — KOOMAN & ASSOCIATES added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2024 — KOOMAN & ASSOCIATES notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.