PETER R KOHLI

POTTSTOWN, Pennsylvania·5 registered advisors·CRD# 159062
SEC# 801-73031484-336-5233
01

Firm Overview

AUM
$11M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at PETER R KOHLI

5 registered advisors
Christopher Michael Farah
POTTSTOWN, Pennsylvania
Jane Koenig
POTTSTOWN, Pennsylvania
Peter Rajinder Kohli
POTTSTOWN, Pennsylvania
Ronald Ray Hatt
POTTSTOWN, Pennsylvania
Susan E Kohli
POTTSTOWN, Pennsylvania
05

Office Locations

POTTSTOWN, Pennsylvania
5 advisors

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Data sourced from SEC Form ADV filings. PETER R KOHLI (CRD# 159062) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.