KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$648K

Accounts

1,735

Employees

Advisory reps

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

FINTRX

Overview

Kohmann Bosshard Financial Services, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. The firm acts as a capital allocator for both individuals/families and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused manager and is not listed as a multi-state adviser in the filing. It uses third-party managers as part of its allocation strategy and provides both discretionary and limited non-discretionary advisory solutions.