← Back to searchVisit website
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
CRD 138851 · SEC 801-79520
3421 RIDGEWOOD ROAD, SUITE 125, AKRON, OH, 44333, United States
Phone
330-666-6886
Fax
330-754-2635
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.12B
Team
9 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 256 | $113.0M |
| High net worth individuals | 219 | $893.2M |
| Pension/profit sharing plans | 1 | $1.6M |
| Charitable organizations | 15 | $76.9M |
| Corporations/business entities | 19 | $39.2M |
States served
CA, NC, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD