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

Building 2KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Map pinAKRON, OH
Phone330-666-6886
NotebookSEC #801-79520
Total AUM
$1.1B
Employees
9
Clients
510

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3421 RIDGEWOOD ROAD
SUITE 125
AKRON
OH 44333
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
330-666-6886

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,735
Discretionary
$1.1B
Accounts
1,728
Non-Discretionary
$152.3K
Accounts
7

ContactClients

View more in analytics →

Individual Clients
256
AUM
$113M
HNW Individual Clients
219
AUM
$893.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
15
AUM
$76.9M
Corporation or Business Clients
19
AUM
$39.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCOHPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account