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Susan E Kohli

DMS ADVISORS, INC.·POTTSTOWN, Pennsylvania
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1522 ASPEN DRIVE, POTTSTOWN, PA 19464CRD# 5543738Firm CRD# 159062
01

About

Susan E 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PETER R KOHLI
PETER R KOHLI
AUM
$11M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PETER R KOHLI →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5543738
Firm CRD# 159062
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan E Kohli offer?
Susan E Kohli specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POTTSTOWN, Pennsylvania for a consultation.
What are Susan E Kohli's credentials?
Susan E Kohli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan E Kohli located?
Susan E 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 Susan E Kohli charge for services?
Susan E 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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Other advisors in POTTSTOWN
Peter Rajinder Kohli — DMS ADVISORS, INC.Christopher Michael Farah — DMS ADVISORS, INC.Jane Koenig — DMS ADVISORS, INC.Ronald Ray Hatt — DMS ADVISORS, INC.Derek Stephen Menaldino — MAIN LINE FINANCIAL ADVISORS, LLC.
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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