1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KOHLHEPP INVESTMENT ADVISORS, LTD.

Map pinDOYLESTOWN, PA
Phone215-340-5777
NotebookSEC #801-60581
Total AUM
$204.6M
Employees
6
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3655 ROUTE 202
SUITE 100
DOYLESTOWN
PA 18902
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
215-340-5777

ReceiptFinancials

Total AUM
$204.6M
Accounts
836
Discretionary
$204.6M
Accounts
825
Non-Discretionary
$35.4K
Accounts
11

ContactClients

View more in analytics →

Individual Clients
170
AUM
$76.2M
HNW Individual Clients
31
AUM
$126.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANJPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account