Kohlhepp Investment Advisors Ltd


Assets, Funds, Holdings

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Kohlhepp Investment Advisors Ltd
CRD #113989
SEC #801-60581
AUM $145.9 MM (96% Disc, 100% US, 2020-03-22)
Employees6 (50% Investors, 83% Brokers)
Address3655 Route 202
Doylestown, PA 18902
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Spectrum Financial Inc
VA 0.1
ASC Wealth & Retirement Advisors LLC
WI 0.1
Genesis Capital Advisors Inc
MA 0.1
Sharp Financial Services LLC
PA 0.1
Alpha Wealth Management and Planning LLC
CA 0.1
Breen Wealth Management LLC
CA 0.1
Castleton Partners LLC
NY 0.1
Sutterfield Financial Group Inc
OK 0.1
Southern Trust Financial Planning Inc
FL 0.1
Motiv8 Investments LLC
FL 0.1
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