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Patrick Kennedy Kohnen

CLAREMONT CAPITAL MANAGEMENT, LLC·PHOENIX, Arizona
Series 65Clean record15 years registeredCLAREMONT CAPITAL MANAGEMENT, LLC
333 E OSBORN ROAD, PHOENIX, AZ 85012CRD# 5848472Firm CRD# 155189

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Kennedy Kohnen · PHOENIX, AZ
Registration
CRD #5848472 · CLAREMONT CAPITAL MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CLAREMONT CAPITAL MANAGEMENT, LLC
Nov 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 30, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLAREMONT CAPITAL MANAGEMENT, LLC
CRD 155189 · SEC 801-71872
AUM
$735M
Regulatory assets under management
Employees
3
26 client accounts
Services offered by CLAREMONT CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CLAREMONT CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Patrick Kennedy Kohnen offer?
Patrick Kennedy Kohnen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Patrick Kennedy Kohnen's credentials?
Patrick Kennedy Kohnen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Kennedy Kohnen located?
Patrick Kennedy Kohnen is based in PHOENIX, Arizona, working with CLAREMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Patrick Kennedy Kohnen charge for services?
Patrick Kennedy Kohnen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLAREMONT CAPITAL MANAGEMENT, LLC?
CLAREMONT CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $735M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Payne Palmer
PHOENIX, AZ

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