KOHLHEPP INVESTMENT ADVISORS, LTD.

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

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 Status	Approved
Firm CRD#	113989
SEC#	801-60581
Assets Managed by Firm	$173,210,706
No. of Clients	900
No. of Advisors	6

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 Clients	AUM
Firm Total	900	$173,210,706
Individuals (other than high net worth individuals)	270	$56,413,841
High net worth individuals	48	$115,364,490
Pension and profit sharing plans	Fewer than 5 clients	$1,432,375

More Retirement Planning firms in Doylestown, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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