KOHLHEPP INVESTMENT ADVISORS, LTD.

DOYLESTOWN, Pennsylvania·3 registered advisors·CRD# 113989
SEC# 801-605810215-340-5777
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOHLHEPP INVESTMENT ADVISORS, LTD.

3 registered advisors
Edward John Kohlhepp
DOYLESTOWN, Pennsylvania
Edward Joseph Kohlhepp
DOYLESTOWN, Pennsylvania
Mary Beth K Roche
DOYLESTOWN, Pennsylvania
05

Office Locations

DOYLESTOWN, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. KOHLHEPP INVESTMENT ADVISORS, LTD. (CRD# 113989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.