Kohmann Bosshard Financial Services, LLC
Firm details
- Headquarters
- Fairlawn, Ohio
- CRD number
- 138851
- Registered since
- April 7, 2014
- Website
- kohmannbosshard.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.47%
- Individuals10.06%
- Charitable Organizations6.84%
- Corporations / Businesses3.49%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kohmann Bosshard Financial Services, LLC is an independent RIA that provides planning and discretionary portfolio management to both individual/family and institutional clients. The firm is SEC-registered (registration year 2014) and describes itself as a capital allocator that offers a mix of fee arrangements including percentage-of-AUM billing, hourly charges, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, and selection of outside advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- US Government Bonds2%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 156Active vs passive
$1.2B in ETFs
91%
$1.1B
<1%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $240M | 7,993,584 | 19.68% |
Location
Fairlawn, OH
Summit
Location
Fairlawn, OH
Headquartered in Fairlawn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 3421 Ridgewood Rd
- Time zone
- ET (UTC-5)
- Office locations
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