$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2019
- Office Locations
- 2
Office Locations
26522 LA Alameda #210 Mission Viejo CA
3020 OLD Ranch Parkway, Suite 300 Seal Beach CA
About Kohr Investments
Kohr Investments is a Mission Viejo-based RIA with 2 offices. The firm has been operating for 6 years. Managing $23.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
61 AVG AGE
$11.9M AVG AUM / ADVISOR
$291.2K AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ridge Wave Glacier Beacon capital
Client Personas
Beacon unison
Investment Themes
Peak Atlas
Investment Vehicles
Glacier
Services
Signal legacy Summit pathway Focus meridian Summit zenith Peak Delta foundation Quantum Timber meridian Foundation summit
Owner & Executives
L
LAWRENCE ALAN BASSELL
Managing Member, Partner
- CRD
- #4106864
- Ownership
- 50% but less than 75%
(527) 821-3682
vector.summit@pathwaycapital.com
in linkedin.com/in/bridge-legacy
MICHAEL DUANE HILL
Chief Compliance Officer, Managing Member, Managing Principal
- CRD
- #2843104
- Ownership
- 50% but less than 75%
(644) 420-2379
horizon.element@catalystcapital.com
in linkedin.com/in/delta-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,875,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,875,166 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,875,166
Public Funds:
30.8% Equity - Exchange:
15.3% Equity - OTC:
12.7% Cash:
12.8% Municipal Bonds:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,701,251,030 | 30.8% |
| Equity - Exchange | $1,341,855,219 | 15.3% |
| Equity - OTC | $1,113,827,535 | 12.7% |
| Cash | $1,122,597,831 | 12.8% |
| Municipal Bonds | $2,490,763,937 | 28.4% |
| Total | $8,770,295,552 | 100.0% |