← Back to searchVisit website
KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989 · SEC 801-60581
3655 ROUTE 202, SUITE 100, DOYLESTOWN, PA, 18902, United States
Phone
215-340-5777
Fax
215-340-5788
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.6M
Discretionary AUM
$204.6M
Team
6 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $76.2M |
| High net worth individuals | 31 | $126.7M |
States served
LA, NJ, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD