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Koenig Steven Mark (Seattle)


Koenig Steven Mark is an adviser based in Seattle. It manages $39.35 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Washington.

Koenig Steven Mark provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Koenig Steven Mark: assets under management

The assets under management (AUM) of Koenig Steven Mark is $39.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Koenig Steven Mark for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Koenig Steven Mark performs its advisory services is located at 4701 37 Th Ave Ne, Seattle, WA 98105 The mailing address of the firm is 4701 37 Th Ave Ne, Seattle, WA 98105. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-524-6511. The normal business hours are 7am - 4pm on Monday - Friday.


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