BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

CINCINNATI, Ohio·4 registered advisors·CRD# 168419

SEC# 801-785010513-942-9700

01

Firm Overview

AUM

$666M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

4 registered advisors

David Bernard Haire

CINCINNATI, Ohio

John Michael Kilcoyne

CINCINNATI, Ohio

Joshua Scott Haire

CINCINNATI, Ohio

Michael Sullivan Bohmer

CINCINNATI, Ohio

05

Office Locations

CINCINNATI, Ohio

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Data sourced from SEC Form ADV filings. BOHMER KILCOYNE WEALTH MANAGEMENT, LLC (CRD# 168419) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.