Christopher KoehmCRD Number: 5540551
Current Firm: Ht Partners LLC
Christopher Koehm (CRD# 5540551) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 9 years of experience in the finance industry.
Sagepoint Financial, Inc.
Lansdowne Wealth Management, LLC
Kanner Financial Services LLC
|Upland Birding Company, Inc.||Bozman, MT||May 2008 - Current||10|
|Harcon Partners||Trumbull, CT||Apr 2008 - Current||10|
|Thordarson Partners LLC||Trumbull, CT||Apr 2008 - Current||10|
|Ht Partners LLC||Centerbrook, CT||Feb 2008 - Current||10|
|Christopher J. Koehm, Cpa||Trumbull, CT||Oct 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management310MILLIONS
Total Number of Accounts228ACCOUNTS
Average Account Value$1,358,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, DE, FL, NY
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