V
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2009
- Office Locations
- 1
Office Locations
2 Highmeadow Norwalk CT
About VON Kohorn Research & Advisory, Inc.
VON Kohorn Research & Advisory, Inc. is a Norwalk-based RIA. The firm has been operating for 17 years. Managing $1.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
77 AVG AGE
$1.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Services
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Owner & Executives
K
KENNETH VON KOHORN
DIRECTOR, President
- CRD
- #1163037
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,494,011 | $3,872,545 |
| Non-Discretionary | $0 | -- |
| Total | $1,494,011 | $3,872,545 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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