Assets Under Management
$191.0M
Number of Clients
307
Number of Advisors
4
Average Client AUM
$622K
AUM per Advisor
$47.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kohlhepp Investment Advisors manages client portfolios on an individualized basis, offering both discretionary and non-discretionary investment management services. They also provide financial analysis services for a contractual fee. The firm primarily serves individuals and high-net-worth individuals.
3655 Route 202, Suite 100, Doylestown, PA, 18902