KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

3421 Ridgewood Road
Suite 125
Akron, Ohio 44333
Tel: 330-666-6886

About KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC, formally registered with the SEC as KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. The firm was established in 04/07/2014. They have over 1 offices throughout the country.

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. is a Akron, Ohio based Financial Planning firm with nearly $748,814,181 assets under management, offering retirement planning & investment advisory services to 1019 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138851
SEC#	801-79520
Assets Managed by Firm	$748,814,181
No. of Clients	1019
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1019	$748,814,181
Individuals (other than high net worth individuals)	211	$82,264,238
High net worth individuals	161	$580,516,834
Pension and profit sharing plans	Fewer than 5 clients	$1,262,537
Charitable organizations	9	$27,191,826
Corporations or other businesses	21	$57,578,746

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DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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