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Christopher J. Koehm

HT PARTNERS LLC·CENTERBROOK, Connecticut
Unclaimed Profile
6 MAIN STREET, CENTERBROOK, CT 06409CRD# 5540551Firm CRD# 147400
01

About

Christopher J. Koehm is a registered financial advisor based in CENTERBROOK, Connecticut, affiliated with HT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HT PARTNERS LLC
HT PARTNERS LLC
AUM
$486M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5540551
Firm CRD# 147400
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher J. Koehm offer?
Christopher J. Koehm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTERBROOK, Connecticut for a consultation.
What are Christopher J. Koehm's credentials?
Christopher J. Koehm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher J. Koehm located?
Christopher J. Koehm is based in CENTERBROOK, Connecticut, working with HT PARTNERS LLC. Their office serves clients in the CENTERBROOK metropolitan area and surrounding communities.
How does Christopher J. Koehm charge for services?
Christopher J. Koehm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HT PARTNERS LLC?
HT PARTNERS LLC has approximately 7 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTERBROOK
Noah Lauren Myers — MIDDLECOVE CAPITAL, LLCPeter Joseph Decker — HT PARTNERS LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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