Investment adviser · CRD 159062

PETER R KOHLI

Investment adviser filing (IA)

POTTSTOWN, PA, United States · Form ADV filed Feb 28, 2017

Regulatory AUM
$11M
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 28, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

1522 ASPEN DRIVE
POTTSTOWN, PA, 19464-1575, United States

CRD 159062

Filing source

Form ADV 1080067 · Feb 28, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.