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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 $155,995,374 assets under management, offering retirement planning & investment advisory services to 894 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$155,995,374
No. of Clients894
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total894$155,995,374
Individuals (other than high net worth individuals)266$47,483,545
High net worth individuals52$106,532,303
Pension and profit sharing plansFewer than 5 clients$1,979,526

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