Overview
Assets Under Management: $173 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 900
Discretionary Accounts: 843
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 113989
Last Filing Date: 2024-02-17 00:00:00
Website: https://kohlheppadvisors.com