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James Daniel Kohley

WEST CHESTER CAPITAL ADVISORS INC·JOHNSTOWN, Pennsylvania
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216 FRANKLIN STREET, JOHNSTOWN, PA 15901-1911CRD# 4375219Firm CRD# 105846
01

About

James Daniel Kohley is a registered financial advisor based in JOHNSTOWN, Pennsylvania, affiliated with WEST CHESTER CAPITAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEST CHESTER CAPITAL ADVISORS INC
AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEST CHESTER CAPITAL ADVISORS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4375219
Firm CRD# 105846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Daniel Kohley offer?
James Daniel Kohley specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JOHNSTOWN, Pennsylvania for a consultation.
What are James Daniel Kohley's credentials?
James Daniel Kohley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Kohley located?
James Daniel Kohley is based in JOHNSTOWN, Pennsylvania, working with WEST CHESTER CAPITAL ADVISORS INC. Their office serves clients in the JOHNSTOWN metropolitan area and surrounding communities.
How does James Daniel Kohley charge for services?
James Daniel Kohley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST CHESTER CAPITAL ADVISORS INC?
WEST CHESTER CAPITAL ADVISORS INC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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