Kohr Investments

Kohr Investments (CRD# 305796) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $14,101,173 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $150,012
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kohr Investments
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence A. Bassell
CRD#: 4106864
26522 La Alameda #210, Mission Viejo, CA 92691

Lawrence Bassell (CRD# 4106864) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 24 years of experience in the finance industry.

2
Michael D. Hill
CRD#: 2843104
26522 La Alameda #210, Mission Viejo, CA 92691

Michael Hill (CRD# 2843104) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 26 years of experience in the finance industry.

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