|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kohmann Bosshard Financial Services LLC
✚
|
|
|---|---|
| CRD # | 138851 |
| SEC # | 801-79520 |
| CIK # | 0001696615 |
| AUM | $910.7 M (2025-03-26) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 330-666-6886 |
| Address | 3421 Ridgewood Road Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.3 | ||
| Schwab Charles Corp | 7.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 107.2 |
| (b) Individuals (high net worth individuals) | 201 | 718.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.9 |
| (h) Charitable organizations | 11 | 43.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 37.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,396 | 910.7 |
| By Discretionary | ||
| Discretionary | 1,393 | 904.5 |
| Non-Discretionary | 3 | 6.2 |
| Total | 1,396 | 910.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 910.7 | |
| Total | 1,396 | 910.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696615] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
|
Violich Capital Management
✚
|
CA | 0.9 |
|
Peak Asset Management LLC
✚
|
CO | 0.9 |
|
Kerberrose Wealth Management LLC
✚
|
WI | 0.9 |
|
Sollinda Capital Management LLC
✚
|
FL | 0.9 |
|
Fifth Avenue Family Office LLC
✚
|
FL | 0.9 |
|
Capital Advisors Wealth Management LLC
✚
|
WA | 0.9 |
|
Bearing Point Capital LLC
✚
|
MN | 0.9 |
|
COFG Advisors LLC
✚
|
IL | 0.9 |
|
Foresight Global Investors Inc
✚
|
NY | 0.9 |