Be advised. This firm is no longer registered.

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
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • 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
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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