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Karen Elizabeth Kohler

SYSTEMATIC FINANCIAL MANAGEMENT LP·TEANECK, New Jersey
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300 FRANK W BURR BLVD, TEANECK, NJ 07666CRD# 2670922Firm CRD# 106146
01

About

Karen Elizabeth Kohler is a registered financial advisor based in TEANECK, New Jersey, affiliated with SYSTEMATIC FINANCIAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SYSTEMATIC FINANCIAL MANAGEMENT LP
SYSTEMATIC FINANCIAL MANAGEMENT LP
AUM
$3.4B
Regulatory assets under management
Employees
18
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2670922
Firm CRD# 106146
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Elizabeth Kohler offer?
Karen Elizabeth Kohler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in TEANECK, New Jersey for a consultation.
What are Karen Elizabeth Kohler's credentials?
Karen Elizabeth Kohler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Elizabeth Kohler located?
Karen Elizabeth Kohler is based in TEANECK, New Jersey, working with SYSTEMATIC FINANCIAL MANAGEMENT LP. Their office serves clients in the TEANECK metropolitan area and surrounding communities.
How does Karen Elizabeth Kohler charge for services?
Karen Elizabeth Kohler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYSTEMATIC FINANCIAL MANAGEMENT LP?
SYSTEMATIC FINANCIAL MANAGEMENT LP has approximately 18 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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