KOHLHEPP INVESTMENT ADVISORS, LTD.
SEC Form ADV profile.
Total regulatory AUM
$204,634,160
Discretionary
$204,598,780
Non-discretionary
$35,380
Firm details
- CRD number
- 113989
- SEC file number
- 801-60581
- Main office
- DOYLESTOWN, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.KOHLHEPPADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.