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COHO PARTNERS, LTD.
COHO PARTNERS, LTD.
BERWYN, Pennsylvania
·
11 registered advisors
·
CRD# 111335
SEC# 801-60111
0
484-318-7575
01
Firm Overview
AUM
$4.6B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at COHO PARTNERS, LTD.
11 registered advisors
Brian Lee Kramp
BERWYN, Pennsylvania
CRD# 1105426
Christopher Randolph Leonard
BERWYN, Pennsylvania
CRD# 2756456
Cindy Lewis
BERWYN, Pennsylvania
CRD# 7322069
Elisa Boyer Moneymaker
BERWYN, Pennsylvania
CRD# 6628345
Glenn Alan Dever
BERWYN, Pennsylvania
CRD# 2547612
Joanne Margaret Powell
BERWYN, Pennsylvania
CRD# 1306671
Lisa Marie Gentry
BERWYN, Pennsylvania
CRD# 5501272
Peter Adamson Thompson
BERWYN, Pennsylvania
CRD# 1197625
Rick Scott Wayne
BERWYN, Pennsylvania
CRD# 1272220
Ruairi Gerard Oneill
BERWYN, Pennsylvania
CRD# 6777240
Wayne George Lesage
BERWYN, Pennsylvania
CRD# 4605858
05
Office Locations
BERWYN, Pennsylvania
11 advisors
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Data sourced from SEC Form ADV filings. COHO PARTNERS, LTD. (CRD# 111335) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.