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L.M. KOHN & COMPANY
10151 Carver Rd.
Suite 100
Cincinnati, Ohio 45242
Tel: 513-792-0301
About L.M. KOHN & COMPANY
LM KOHN & COMPANY, formally registered with the SEC as LM KOHN & COMPANY. The firm was established in 01/18/1991. They have over 40 offices throughout the country.
L.M. KOHN & COMPANY is a Cincinnati, Ohio based Financial Planning firm with nearly $2,091,208,747 assets under management, offering retirement planning & investment advisory services to 5799 clients. The firm is staffed with 85 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 27913 |
| SEC# | 801-38116 |
| Assets Managed by Firm | $2,091,208,747 |
| No. of Clients | 5799 |
| No. of Advisors | 85 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FLAT COMMISSION/EXECUTION FEE)
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5799 | $2,091,208,747 |
| Individuals (other than high net worth individuals) | 3084 | $756,971,407 |
| High net worth individuals | 489 | $1,174,159,632 |
| Pension and profit sharing plans | 35 | $127,591,973 |
| Charitable organizations | 1 | $152,092 |
| Corporations or other businesses | 31 | $32,330,774 |
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