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).

Current Firm Details
10151 Carver Rd., Suite 100, Cincinnati, OH 45242
http://www.lmkohn.com
By the Numbers
  • Total Assets Under Management
    1,671
    MILLION
  • Total Number of Accounts
    5,706
    ACCOUNTS
  • Average Account Value
    $292,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at L.m. Kohn & Company
Showing 61 - 63 of 63 top financial advisors.
61
Liam Mulligan, financial advisor Cincinnati OH
Liam C. Mulligan
CRD#: 7572385
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Liam Mulligan (CRD# 7572385) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has 1 year of experience in the finance industry.

62
Matthew Ruffolo, financial advisor Cincinnati OH
Matthew Z. Ruffolo
CRD#: 7770649
10151 Carver Rd., Suite 100, Cincinnati, OH 45242

Matthew Ruffolo (CRD# 7770649) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has 1 year of experience in the finance industry.

63
Wendy Shannon, financial advisor Saginaw MI
Wendy J. Shannon
CRD#: 5105903
4800 Fashion Square Blvd, Suite 490, Saginaw, MI 48604

Wendy Shannon (CRD# 5105903) is an Investment Advisor Representative working at L.m. Kohn & Company in Saginaw, MI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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