L.m. Kohn & Company
L.m. Kohn & Company (CRD# 27913) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,671,192,505 in 5,706 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management1,671MILLION
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Total Number of Accounts5,706ACCOUNTS
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Average Account Value$292,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
Fred Sultan (CRD# 1162511) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 40 years of experience in the finance industry.
Thomas Truesdell (CRD# 4007728) is an Investment Advisor Representative working at L.m. Kohn & Company in Fort Thomas, KY and has over 24 years of experience in the finance industry.
Alan Turner (CRD# 4494350) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 22 years of experience in the finance industry.
Benjamin Williams (CRD# 4892155) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 16 years of experience in the finance industry.
Scott Wirtz (CRD# 4485981) is an Investment Advisor Representative working at L.m. Kohn & Company in Cedar Falls, IA and has over 22 years of experience in the finance industry.
Joseph Bonadies (CRD# 7678021) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has 1 year of experience in the finance industry.
Blanton Creque (CRD# 7359590) is an Investment Advisor Representative working at L.m. Kohn & Company in Louisville, KY and has over 2 years of experience in the finance industry.
Dylan Furlong (CRD# 7632276) is an Investment Advisor Representative working at L.m. Kohn & Company in Ann Arbor, MI and has 1 year of experience in the finance industry.
David Gelman (CRD# 2807749) is an Investment Advisor Representative working at L.m. Kohn & Company in New York, NY and has over 27 years of experience in the finance industry.
Samuel Hardin (CRD# 7426195) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has 1 year of experience in the finance industry.