DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > pennsylvania > doylestown
KOHLHEPP INVESTMENT ADVISORS, LTD.
Tel: 215-340-5777
3655 Route 202 Suite 100
Doylestown, Pennsylvania 18902
KOHLHEPP INVESTMENT ADVISORS, LTD.
KOHLHEPP INVESTMENT ADVISORS, LTD. is a Doylestown, Pennsylvania based financial advisory firm with nearly $173,210,706 in assets under management and provides investment advisory services for 900 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
113989
SEC#:
801-60581
No. of Clients:
900
Assets under Management
$173,210,706
No. of Advisors:
6
More Financial Advisory Firms in Doylestown, Pennsylvania
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| VANGUARD GROUP INC | 105958 | 980 |
| FEDERATED INVESTMENT MANAGEMENT COMPANY | 105138 | 101 |
| VANGUARD GLOBAL ADVISERS, LLC | 164593 | 262 |
| VANGUARD ADVISERS, INC. | 106715 | 2107 |
| SEI INVESTMENTS MANAGEMENT CORP | 105146 | 411 |
| MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | 657 |
More Firms in Doylestown, Pennsylvania >>