Von Kohorn Research & Advisory, Inc.
Firm details
- Headquarters
- Norwalk, Connecticut
- CRD number
- 139516
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI56.37%
- Individuals43.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Von Kohorn Research & Advisory, Inc. is a small, privately owned corporate adviser that provides portfolio management services for individuals and small businesses. The firm charges a percentage-of-AUM fee schedule and also uses performance-based fees. It does not market itself as an ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or capital allocator in the available filings.
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
- Exchange Traded Equities45%
- Cash & Cash Equivalents40%
- Non-Exchange Traded Equities15%
Contacts
1 of 1Kenneth Von Kohorn
PresidentCRD 1163037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norwalk, CT
Fairfield
Location
Norwalk, CT
Headquartered in Norwalk, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 2 Highmeadow
- Time zone
- ET (UTC-5)
- Office locations
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