Overview
Assets Under Management: $381 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 58
Average Client Assets: $1.5 million
Frequently Asked Questions
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168419), BOHMER KILCOYNE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated October 17, 2018. View client details ↓
According to their SEC Form ADV, BOHMER KILCOYNE WEALTH MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC manages $381 million in client assets according to their SEC filing dated October 17, 2018.
According to their SEC Form ADV, BOHMER KILCOYNE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.20%
Average Client Assets: $1.5 million
Total Client Accounts: 1,280
Discretionary Accounts: 1,280
Regulatory Filings
CRD Number: 168419
Filing ID: 1246368
Last Filing Date: 2018-10-17 13:22:00