Von Kohorn Research & Advisory, Inc.
Von Kohorn Research & Advisory, Inc. (CRD# 139516) is a financial advisory firm headquartered in Westport, CT. They manage $9,003,401 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Von Kohorn Research & Advisory, Inc.
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$1,800,680
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Von Kohorn Research & Advisory, Inc.
1
Donald Leeds (CRD# 1791478) is an Investment Advisor Representative working at Von Kohorn Research & Advisory, Inc. in Westport, CT and has over 11 years of experience in the finance industry.
2
Kenneth Von Kohorn (CRD# 1163037) is an Investment Advisor Representative working at Von Kohorn Research & Advisory, Inc. in Westport, CT and has over 14 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.