Unclaimed Profile

Edward Joseph Kohlhepp

KOHLHEPP INVESTMENT ADVISORS, LTD.·DOYLESTOWN, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record24 years registeredKOHLHEPP INVESTMENT ADVISORS, LTD.

3655 ROUTE 202, DOYLESTOWN, PA 18902CRD# 2814743Firm CRD# 113989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Joseph Kohlhepp · DOYLESTOWN, PA

Registration

CRD #2814743 · KOHLHEPP INVESTMENT ADVISORS, LTD. · 24 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH, INC.

Jul 2004 – present

KOHLHEPP INVESTMENT ADVISORS, LTD.

Feb 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 15, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD 113989 · SEC 801-60581

AUM

$173M

Regulatory assets under management

Employees

900 client accounts

Services offered by KOHLHEPP INVESTMENT ADVISORS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOHLHEPP INVESTMENT ADVISORS, LTD. →

Introduction

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Frequently Asked Questions

What services does Edward Joseph Kohlhepp offer?

Edward Joseph Kohlhepp specializes in Financial Planning, Investment Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Edward Joseph Kohlhepp's credentials?

Edward Joseph Kohlhepp holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Joseph Kohlhepp located?

Edward Joseph Kohlhepp is based in DOYLESTOWN, Pennsylvania, working with KOHLHEPP INVESTMENT ADVISORS, LTD.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Edward Joseph Kohlhepp charge for services?

Edward Joseph Kohlhepp'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 KOHLHEPP INVESTMENT ADVISORS, LTD.?

KOHLHEPP INVESTMENT ADVISORS, LTD. has approximately 6 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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