KOALA FINANCIAL

KOALA FINANCIAL of BONITA, CA is an SEC-registered investment adviser (CRD 340891).

Registration

• CRD: 340891
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search