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, SEC-registered RIA that began registration in 2014 and is organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining discretionary portfolio management with financial planning and adviser-selection services. Its advisory capabilities include portfolio management for individuals, small businesses and larger institutions, pension consulting, and selecting outside managers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor.