# KOALA FINANCIAL

KOALA FINANCIAL of BONITA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 340891
- Type: SEC-registered investment adviser
- Location: 5012 CENTRAL AVENUE, BONITA, CA, 91902
- Phone: 619 475 5542
- Latest filing: 2026-06-02
- Clients: 3

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340891/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340891/similar
- Related entities: https://search.stillhousedata.com/firm/340891/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340891

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.