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⚲
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| Kohlhepp Investment Advisors Ltd
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|
|
|---|---|
| CRD # | 113989 |
| SEC # | 801-60581 |
| CIK # | |
| AUM | $156.0 MM (2023-03-21) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 215-340-5777 |
| Address | 3655 Route 202 Doylestown, PA 18902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 47.5 |
| (b) Individuals (high net worth individuals) | 52 | 106.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 156.0 |
| By Discretionary | ||
| Discretionary | 835 | 151.4 |
| Non-Discretionary | 59 | 4.6 |
| Total | 894 | 156.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.0 | |
| Total | 894 | 156.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oxford Wealth Group LLC
✚
|
FL | 0.2 |
|
Palatine Hill LLC
✚
|
MI | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Andrews Advisory Associates LLC
✚
|
HI | 0.2 |
|
Integrity Wealth Partners LLC
✚
|
CA | 0.2 |
|
Wilen Investment Management Corp
✚
|
FL | 0.2 |
|
Scott Smith Financial Inc
✚
|
MI | 0.2 |
|
Copley Investment Management LLC
✚
|
NC | 0.2 |
|
Valley Brook Capital Group Inc
✚
|
PA | 0.2 |
|
Centricity Wealth Management LLC
✚
|
OH | 0.2 |