Unclaimed Profile

Peter Rajinder Kohli

DMS ADVISORS, INC.·POTTSTOWN, Pennsylvania

Clean recordDMS ADVISORS, INC.

1522 ASPEN DRIVE, POTTSTOWN, PA 19464CRD# 1064334Firm CRD# 159062

Profile Verification

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

Identity

Peter Rajinder Kohli · POTTSTOWN, PA

Registration

CRD #1064334 · DMS ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Rajinder Kohli is a registered financial advisor based in POTTSTOWN, Pennsylvania, affiliated with DMS ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PETER R KOHLI

AUM

$11M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1064334

Firm CRD# 159062

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Rajinder Kohli offer?

Peter Rajinder Kohli specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POTTSTOWN, Pennsylvania for a consultation.

What are Peter Rajinder Kohli's credentials?

Peter Rajinder Kohli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Rajinder Kohli located?

Peter Rajinder Kohli is based in POTTSTOWN, Pennsylvania, working with DMS ADVISORS, INC.. Their office serves clients in the POTTSTOWN metropolitan area and surrounding communities.

How does Peter Rajinder Kohli charge for services?

Peter Rajinder Kohli'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 DMS ADVISORS, INC.?

DMS ADVISORS, INC. has approximately 2 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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