KOHLHEPP INVESTMENT ADVISORS, LTD. of DOYLESTOWN, PA is an SEC-registered investment adviser (CRD 113989). Regulatory assets under management: $204.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Edward John Kohlhepp | FOUNDER; FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | — |
| Edward Joseph Kohlhepp | PRESIDENT; PRESIDENT & CEO | — |
| KOHLHEPP EDWARD JOHN | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MCDONNELL KELLY ANN | CHIEF COMPLIANCE OFFICER | — |
| KOHLHEPP EDWARD JOSEPH | EQUITY OWNER; PRESIDENT | — |
| ROCHE MARY BETH K | DIRECTOR OF OPERATIONS; VICE PRESIDENT | — |
| Todd Robert Purring | ADVISOR & CHIEF COMPLIANCE OFFICER | — |