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Otto Bosshard

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.·AKRON, Ohio
Unclaimed Profile
130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 26543Firm CRD# 138851
01

About

Otto Bosshard is a registered financial advisor based in AKRON, Ohio, affiliated with KOHMANN BOSSHARD FINANCIAL SERVICES, 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
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
AUM
$749M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 26543
Firm CRD# 138851
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Otto Bosshard offer?
Otto Bosshard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.
What are Otto Bosshard's credentials?
Otto Bosshard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Otto Bosshard located?
Otto Bosshard is based in AKRON, Ohio, working with KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Otto Bosshard charge for services?
Otto Bosshard'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 KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.?
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. has approximately 4 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
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Research
Advisor Fees in OhioNational Fee Analysis
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