Kohr Investments
Kohr Investments (CRD# 305796) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $14,101,173 in 94 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$150,012
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kohr Investments
1
Lawrence Bassell (CRD# 4106864) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 24 years of experience in the finance industry.
2
Michael Hill (CRD# 2843104) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 26 years of experience in the finance industry.
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