PETER R KOHLI

POTTSTOWN, Pennsylvania·1 registered advisor·CRD# 159062

SEC# 801-73031484-336-5233

Firm Overview

AUM

$11M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Compensation

Percentage of AUM

Specialties

Financial Planning Investment Management Fee-Only Advisory

Advisors at PETER R KOHLI

1 registered advisor

Peter Rajinder Kohli

POTTSTOWN, Pennsylvania

ChFC

CRD# 1064334

Office Locations

POTTSTOWN, Pennsylvania

1 advisor

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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.