Korhorn Financial Group
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Overview
Korhorn Financial Group is a financial advisor firm based in Granger, Indiana. Korhorn Financial Group handles $593.3 million in assets throughout 4,673 accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). Korhorn Financial Group has an average-sized group, including 34 financial advisors. Korhorn Financial Group does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Korhorn Financial Group manages more than half of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring the customer's approval. It also has 37 non-discretionary accounts totaling $12.1 million in AUM. The investment advisory firm's typical account size is $126,963. The typical advisor at Korhorn Financial Group oversees about 137 client accounts.
Korhorn Financial Group's central office is located at 6910 North Main Street, Granger, Indiana 46530-8855. Korhorn Financial Group is allowed to provide services to investors throughout 18 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Korhorn Financial Group by the Numbers
$593.3 million
74
4,673
$127.0 thousand
Products and Services
Korhorn Financial Group provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. In the past fiscal year, the firm provided 1000 of its accounts with financial planning services. It is not engaged in selling products or offering services other than investment advice to its investment advisory clients. It also has a number of financial industry affiliations, including with an accountant or accounting firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually are based on which service is offered. Fee types billed by the firm can include the following fee types: asset-based, hourly or fixed. The company participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 4,673 clients, Korhorn Financial Group's largest client type is retail investors, but it also caters to 234 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 11.98%
- Other Individuals - 84.54%
- Corporations - 3.07%
- Charitable Organizations - 0.41%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Korhorn Financial Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Korhorn Financial Group
Granger, IN
Granger, IN
Edwardsburg, MI
Granger, IN
Granger, IN
Granger, IN
Granger, IN
Edwardsburg, MI
Granger, IN
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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