Peter R Kohli

Peter R Kohli (CRD# 159062) is a financial advisory firm headquartered in Pottstown, PA. They manage $11,000,000 in 25 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Peter R Kohli
Showing 1 - 1 of 1 top financial advisors.
Peter R. Kohli
CRD#: 1064334
2619 Leiscz's Bridge Road, Suite 200, Leesport, PA 19533

Peter Kohli (CRD# 1064334) is an Investment Advisor Representative working at Peter R Kohli in Leesport, PA and has over 14 years of experience in the finance industry.

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