Kohmann Bosshard Financial Services, LLC. is a large advisory firm based in Akron. It manages $216.29 million of regulatory assets for 480 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Ohio and Texas.
Kohmann Bosshard Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consultation services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kohmann Bosshard Financial Services, LLC. is $216.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 113% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kohmann Bosshard Financial Services, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, and high net worth individuals. The largest group of clients of Dean Douglas Kohmann is high net worth individuals with 72 clients and $183.29 million of assets under management. Among the 7 most similar advisory firms, Kohmann Bosshard Financial Services has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $216.29 million for 158 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kohmann Bosshard Financial Services doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Dean Douglas Kohmann has been acting as President since 1 Nov 2015. Lynn Marie Goebel joined the executive team most recently as the Chief Compliance Officer.
The principal office where Kohmann Bosshard Financial Services, LLC. performs its advisory services is located at 130 Springside Drive, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-666-6886 or by fax 330-666-6886. The normal business hours are by appointment on Other. You can find more information about the New York firm at kohmannbosshard.com.