Information about Koala Financial investment advisory services, custody, fees, and where to find our advisory brochures.
Koala Financial, Inc. is an investment adviser registered with the State of California Department of Financial Protection and Innovation (DFPI). Registration does not imply a certain level of skill or training. Firm CRD #340891 - verify on the SEC's Investment Adviser Public Disclosure site at adviserinfo.sec.gov.
Client accounts are generally custodied through Charles Schwab. Clients receive account statements from the custodian, and custody details are described in our ADV brochure.
Advisory fees are billed monthly in arrears. Third-party, custodian, fund, transaction, or product-level costs may apply and are separate from Koala advisory fees.
The ADV brochures are the main advisory disclosure documents. They explain services, fees, custody, conflicts, and advisor background information in more detail.
The firm-level brochure for Koala Financial advisory services, including fees, custody, conflicts, and service descriptions.
Short supplements with background information for Koala's investment adviser representatives.
How personal information is handled, used, and shared when needed to serve clients.
The main directory for wealth, insurance, CPA, and law disclosure pages.
Koala is coordinated when clients choose that experience, but each service has its own disclosures. These links help people get to the right page quickly.