Korhorn Financial Group
Firm details
- Headquarters
- Granger, Indiana
- CRD number
- 128606
- Registered since
- January 2, 2014
- Website
- www.korhorn.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.2%
- Individuals27.73%
- Pension & Profit Sharing Plans7.07%
- Charitable Organizations0.83%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Korhorn Financial Group is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses, and also works with institutional clients. The firm is registered with the SEC (registration year 2014) and describes itself as a capital allocator that can select other advisers on clients’ behalf. Its client-facing services include financial planning, discretionary portfolio management, selection of third‑party advisers, and educational seminars/workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
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
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents14%
- Exchange Traded Equities8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 13
Diana Dimian
CoordinatorCRD 7160405
Anthony Navarro
Client Service CoordinatorCRD 7078168
Holden Price
Financial Planning CoordinatorCRD 7493997
Contacts
3 of 36
Joshua Gregory
OwnerCRD 4442601
Fredrick Anderson
Investment Advisor RepresentativeCRD 4269268
Bradley Simich
Financial PlannerCRD 6930673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 151Active vs passive
$842M in ETFs
13%
$109M
75%
$733M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $158M | 3,642,184 | 18.75% |
Location
Granger, IN
St Joseph
Location
Granger, IN
Headquartered in Granger, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 6910 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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