Kohlhepp Investment Advisors, Ltd.

Kohlhepp Investment Advisors, Ltd. (CRD# 113989) is a financial advisory firm headquartered in Doylestown, PA. They manage $145,089,130 in 1,275 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    1,275
    ACCOUNTS
  • Average Account Value
    $113,795
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
93
Wealthminder
score

Edward Kohlhepp (CRD# 273292) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 22 years of experience in the finance industry.

2
Edward J. Kohlhepp
CRD#: 2814743
150 East State Street, Doylestown, PA 18901
93
Wealthminder
score

Edward Kohlhepp (CRD# 2814743) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 20 years of experience in the finance industry.

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 6 years of experience in the finance industry.

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