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KOHLHEPP INVESTMENT ADVISORS, LTD.

3655 Route 202
Suite 100
Doylestown, Pennsylvania 18902
Tel: 215-340-5777

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About KOHLHEPP INVESTMENT ADVISORS, LTD.

KOHLHEPP INVESTMENT ADVISORS, LTD, formally registered with the SEC as KOHLHEPP INVESTMENT ADVISORS, LTD. The firm was established in 09/24/2001. They have over 1 offices throughout the country.

KOHLHEPP INVESTMENT ADVISORS, LTD. is a Doylestown, Pennsylvania based Financial Planning firm with nearly $173,210,706 assets under management, offering retirement planning & investment advisory services to 900 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#113989
SEC#801-60581
Assets Managed by Firm$173,210,706
No. of Clients900
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total900$173,210,706
Individuals (other than high net worth individuals)270$56,413,841
High net worth individuals48$115,364,490
Pension and profit sharing plansFewer than 5 clients$1,432,375

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