Poehls Associates LLC
Firm details
- Headquarters
- ,
- CRD number
- 285585
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other51.7%
- HNWI32.71%
- Charitable Organizations11.72%
- Individuals3.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Poehls Associates LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm manages portfolios on a fee basis (percentage of assets under management) and focuses on portfolio management for individuals and small businesses. Its client mix includes individual and family clients as well as some institutional relationships. The firm is not marked as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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 Equities69%
- Cash & Cash Equivalents31%
Contacts
1 of 1Karl Poehls
Owner, Portfolio ManagerCRD 4788455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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