Peter R Kohli
Peter R Kohli (CRD# 159062) is a financial advisory firm headquartered in Pottstown, PA. They manage $11,000,000 in 25 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
Peter R Kohli
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$440,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Peter R Kohli
No Advisor Found.
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