Kohlhepp Investment Advisors, Ltd.

Kohlhepp Investment Advisors, Ltd. (CRD# 113989) is a financial advisory firm headquartered in Doylestown, PA. They manage $150,115,643 in 1,247 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    1,247
    ACCOUNTS
  • Average Account Value
    $120,381
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, MD, NJ, PA, TX, VA

Financial Advisors at Kohlhepp Investment Advisors, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Edward J. Kohlhepp
CRD#: 273292
150 East State Street, Doylestown, PA 18901
96
Wealthminder
score

Edward Kohlhepp (CRD# 273292) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 23 years of experience in the finance industry. Edward Kohlhepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edward J. Kohlhepp
CRD#: 2814743
150 East State Street, Doylestown, PA 18901
96
Wealthminder
score

Edward Kohlhepp (CRD# 2814743) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 21 years of experience in the finance industry. Edward Kohlhepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Todd R. Purring
CRD#: 5267806
150 East State Street, Doylestown, PA 18901
93
Wealthminder
score

Todd Purring (CRD# 5267806) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 7 years of experience in the finance industry.

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