PPrivate Fund Data Log in Join · $37/mo

Kohmann Bosshard Financial Services, LLC.

● SEC registered since 2014CRD 138851SEC# 801-79520Akron, OH
Export (members)
Reg. AUM
$910.7M
Employees
9
Accounts
1,396
Location
Akron, OH

Kohmann Bosshard Financial Services, LLC. assets under management

Kohmann Bosshard Financial Services, LLC. is a registered investment adviser overseen by the SEC based in Akron, OH. The firm has been registered since 2014. It reports $910.7 million in regulatory assets under management and employs 9 people.
www.kohmannbosshard.comView on SEC.gov ↗

Kohmann Bosshard Financial Services, LLC. owners & executives

2 reported
NameTitleOwnershipSince
Dean Douglas Kohmann ControlPresident/MemberOver 75%2015
Dean Douglas Kohmann ControlChief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Kohmann Bosshard Financial Services, LLC. manage?

Kohmann Bosshard Financial Services, LLC. reports $910.7 million in regulatory assets under management on its Form ADV.

How many employees does Kohmann Bosshard Financial Services, LLC. have?

Kohmann Bosshard Financial Services, LLC. reports 9 employees.

Where is Kohmann Bosshard Financial Services, LLC. located?

Kohmann Bosshard Financial Services, LLC. is based in Akron, OH and has been SEC-registered since 2014.

Does Kohmann Bosshard Financial Services, LLC. disclose fund performance?

Kohmann Bosshard Financial Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3421 Ridgewood Road, Suite 125, Akron, OH 44333
Phone330-666-6886
Fax330-754-2635
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK1696615
Discloses disciplinary historyNo

Assets under management

Discretionary$904.5M
Non-discretionary$6.2M
Total (RAUM)$910.7M