Kohlhepp Investment Advisors, Ltd.
Kohlhepp Investment Advisors, Ltd. (CRD# 113989) is a financial advisory firm headquartered in Doylestown, PA. They manage $173,210,706 in 900 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management173MILLION
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Total Number of Accounts900ACCOUNTS
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Average Account Value$192,456
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, FL, LA, MA, MD, NJ, PA, TX, VA
Edward Kohlhepp (CRD# 273292) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 29 years of experience in the finance industry.
Edward Kohlhepp (CRD# 2814743) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 27 years of experience in the finance industry.
Todd Purring (CRD# 5267806) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 13 years of experience in the finance industry.
Mary Beth Roche (CRD# 5229012) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Chapel Hill, NC and has over 5 years of experience in the finance industry.