3655 Route 202
Suite 100
Doylestown, Pennsylvania 18902
Tel: 215-340-5777
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 $155,995,374 assets under management, offering retirement planning & investment advisory services to 894 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113989 |
SEC# | 801-60581 |
Assets Managed by Firm | $155,995,374 |
No. of Clients | 894 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 894 | $155,995,374 |
Individuals (other than high net worth individuals) | 266 | $47,483,545 |
High net worth individuals | 52 | $106,532,303 |
Pension and profit sharing plans | Fewer than 5 clients | $1,979,526 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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