KOHLER CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 315543
Firm profile
FINTRXOverview
Kohler Capital Management, LLC operates as a limited liability company and is classified as an unclassified firm. The organization engages in various financial activities, primarily functioning as a salesperson for other financial products. It does not have a specific focus on environmental, social, and governance (ESG) investing and does not serve as a multi-state adviser. The firm is owned by an individual and does not manage pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFF KOHLER
Chief Investment OfficerCRD 4052211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 584 N Sage Vista Dr
- Time zone
- MT (UTC-7)
- Office locations
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