Patrick Kohnen, financial advisor Phoenix AZ

Patrick Kohnen

CRD Number: 5848472
Current Firm: Claremont Capital Management, LLC
Compensation Model: Fee Only
Patrick Kohnen (CRD# 5848472) is an Investment Advisor Representative working at Claremont Capital Management, LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.
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Company Name Location Dates Years
Claremont Capital Management LLC Phoenix, AZ Sep 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Patrick K. Kohnen
By the Numbers
  • Total Assets Under Management
    735
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $28,263,544
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

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