Kohli Financial Group, LLC

Kohli Financial Group, LLC (CRD# 156283) is a financial advisory firm headquartered in , . They manage $2,730,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $273,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI

Financial Advisors at Kohli Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bhajanpreet S. Kohli
CRD#: 6305488
Rochester, MI
90
Wealthminder
score

Bhajanpreet Kohli (CRD# 6305488) is an Investment Advisor Representative working at Kohli Financial Group, LLC in Rochester, MI and has over 4 years of experience in the finance industry.

2
Jagmohan S. Kohli
CRD#: 5889303
Rochester, MI
90
Wealthminder
score

Jagmohan Kohli (CRD# 5889303) is an Investment Advisor Representative working at Kohli Financial Group, LLC in Rochester, MI and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.