K
CRD: 123092
Koehler Financial Services, Inc.
$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
329 ADV. Clients
14 yrs Firm Age
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- Custodian
- American Funds ยท Nationwide
- Clients
- Retail
- Platforms
- Ridge delta
- Established Date
- 01-27-2012
- Office Locations
- 1
Office Locations
5764 James Drive Stevensville MI
About Koehler Financial Services, Inc.
Koehler Financial Services is a Stevensville, MI-based retail advisory firm providing ongoing market monitoring, client guidance, and financial planning. The practice emphasizes asset allocation and portfolio construction using public funds such as mutual funds and ETFs, and also supports insurance and tax-planning needs, including annuity solutions. Reports use of American Funds and Nationwide platforms.
Team overview
-- AVG AGE
$36.4M AVG AUM / ADVISOR
$110.5K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Momentum
Client Personas
Eagle
Investment Themes
Oak unison Eagle quantum
Investment Vehicles
Delta insight North
Services
Oak delta Bridge Quantum Unison Element Element
Technology
Ridge signal
Owner & Executives
E
ERICA LYNN MOMANY
Chief Compliance Officer
- CRD
- #4344619
- Ownership
- Less than 5%
(340) 406-7708
catalyst.peak@signalcapital.com
in linkedin.com/in/focus-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,353,241 | $138,934 |
| Non-Discretionary | $0 | -- |
| Total | $36,353,241 | $138,934 |
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Separately Managed Accounts
Total SMA Asset: $36,353,241
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,304,960,032 | 100.0% |
| Total | $1,304,960,032 | 100.0% |