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 $173,210,706 assets under management, offering retirement planning & investment advisory services to 900 clients. The firm is staffed with 6 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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