Oley Kinser Concierge Wealth, LLC at 24301 Walden Center Dr STE 103, Bonita Springs, FL 34134 lists Kinser Ryan E and Oley Brett C of Bonita Springs, FL.
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Oley Kinser Concierge Wealth, Llc
Registered Agent
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24301 WALDEN CENTER DR, BONITA SPRINGS, FL 34134
(View Past Addresses)
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Kinser Ryan E
Manager
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24301 WALDEN CENTER DR, BONITA SPRINGS, FL 34134
(View Past Addresses)
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Oley Brett C
Manager
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24301 WALDEN CENTER DR, BONITA SPRINGS, FL 34134
(View Past Addresses)
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24301 WALDEN CENTER DR STE 103, BONITA SPRINGS, FL 34134
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$841,292 / $756,741 | 2022 | OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $841,292 / $756,741 |
| 2021 | Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$626,236 / $841,292 | 2021 | OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $626,236 / $841,292 |
| 2020 | Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$588,763 / $626,236 | 2020 | OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $588,763 / $626,236 |
| 2019 | Plan NameOLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$419,979 / $588,763 | 2019 | OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $419,979 / $588,763 |
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Kinser Concierge Wealth, LLC
Registered in Florida
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Bonita Springs, FL Naples, FL | View Report | |
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Oley Concierge Wealth, LLC
Registered in Florida
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Bonita Springs, FL Naples, FL | View Report |
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