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Rob Michael Kochis

TOWNSEND HOLDINGS LLC·CLEVELAND, Ohio
Clean recordTOWNSEND HOLDINGS LLC
1660 WEST 2ND STREET, CLEVELAND, OH 44113CRD# 4927851Firm CRD# 160006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rob Michael Kochis · CLEVELAND, OH
Registration
CRD #4927851 · TOWNSEND HOLDINGS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rob Michael Kochis is a registered financial advisor based in CLEVELAND, Ohio, affiliated with TOWNSEND HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TOWNSEND HOLDINGS LLC
TOWNSEND HOLDINGS LLC
AUM
$22.1B
Regulatory assets under management
Employees
120
Total firm employees
View all advisors at TOWNSEND HOLDINGS LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Regulatory
SEC/IARD CRD# 4927851
Firm CRD# 160006
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rob Michael Kochis offer?
Rob Michael Kochis specializes in Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Rob Michael Kochis's credentials?
Rob Michael Kochis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rob Michael Kochis located?
Rob Michael Kochis is based in CLEVELAND, Ohio, working with TOWNSEND HOLDINGS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Rob Michael Kochis charge for services?
Rob Michael Kochis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: retainer with incremental charges based on services requested.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND HOLDINGS LLC?
TOWNSEND HOLDINGS LLC has approximately 120 employees and manages $22.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND HOLDINGS LLC

Aimee Brooke May
CLEVELAND, OH
Terrance Richard Ahern
CLEVELAND, OH
Brian Michael White
CLEVELAND, OH
Joseph Patrick Olszak
CLEVELAND, OH
Ronald Lee Weihrauch
CLEVELAND, OH
John Thomas Ahern
CLEVELAND, OH

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Research
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