COHO PARTNERS, LTD.

BERWYN, Pennsylvania·5 registered advisors·CRD# 111335
SEC# 801-601110484-318-7575
01

Firm Overview

AUM
$4.6B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
5
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 ManagementRetirement PlanningWealth Management
04

Advisors at COHO PARTNERS, LTD.

5 registered advisors
Christopher Randolph Leonard
BERWYN, Pennsylvania
CFA
Peter Adamson Thompson
BERWYN, Pennsylvania
Rick Scott Wayne
BERWYN, Pennsylvania
Ruairi Gerard Oneill
BERWYN, Pennsylvania
Wayne George Lesage
BERWYN, Pennsylvania
CFPCFA
05

Office Locations

BERWYN, Pennsylvania
5 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.