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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kohlhepp Investment Advisors Ltd
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|---|---|
| CRD # | 113989 |
| SEC # | 801-60581 |
| CIK # | |
| AUM | $191.0 M (2025-03-17) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 215-340-5777 |
| Address | 3655 Route 202 Doylestown, PA 18902 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 52.1 |
| (b) Individuals (high net worth individuals) | 56 | 136.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 898 | 191.0 |
| By Discretionary | ||
| Discretionary | 841 | 186.4 |
| Non-Discretionary | 57 | 4.6 |
| Total | 898 | 191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.0 | |
| Total | 898 | 191.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harbour Wealth Management Group Inc
✚
|
SC | 0.2 |
|
Haverdink Financial Management LLC
✚
|
MI | 0.2 |
|
Wernau Asset Management Inc
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|
MA | 0.2 |
|
Ball & Company Wealth Management Inc
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|
0.2 | |
|
Williams Financial LLC
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|
VT | 0.2 |
|
Trend Trade Pro LLC
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|
CA | 0.2 |
|
ARK Wealth Management LLC
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|
TX | 0.2 |
|
Nova Wealth Management Inc
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|
FL | 0.2 |
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
Chapman Investment Management LLC
✚
|
0.2 |