Kohmann Bosshard Financial Services, LLC
Kohmann Bosshard Financial Services, LLC (CRD# 138851) is a financial advisory firm headquartered in Akron, OH. They manage $748,814,181 in 1,019 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Kohmann Bosshard Financial Services, LLC
By the Numbers
-
Total Assets Under Management749MILLION
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Total Number of Accounts1,019ACCOUNTS
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Average Account Value$734,852
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, OH, TX
Financial Advisors at Kohmann Bosshard Financial Services, LLC
1
Dean Kohmann (CRD# 2915507) is an Investment Advisor Representative working at Kohmann Bosshard Financial Services, LLC in Akron, OH and has over 25 years of experience in the finance industry.
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