Christopher
Koehm
Ht Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Koehm is a financial advisor operating in Centerbrook, Connecticut with a total of 15 years of relevant experience. Koehm is an employee of Ht Partners LLC. Over the course of their career, they have held roles at Ht Partners LLC, Harcon Partners LLC, Thordarson Partners LLC, Christopher J. Koehm, Cpa and Essex Insurance Group LLC. Koehm holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Connecticut. Ht Partners LLC is a registered investment firm headquartered in Centerbrook, CT. It manages $446 million in total assets among its 387 customer accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 387 accounts, 38% are associated with high-net-worth investors who have greater than $1 million in investable assets. Ht Partners LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees billed by Ht Partners LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ht Partners LLC Brokerage Details
$446,071,080
7
387
$1,152,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Christopher Koehm Work History
Christopher has been registered as a financial advisor for 15 years.*
Ht Partners LLC
Essex Insurance Group LLC
Christopher J. Koehm, Cpa
Harcon Partners LLC
Thordarson Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Koehm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ht Partners LLC
Centerbrook, CT
Centerbrook, CT
Centerbrook, CT
Centerbrook, CT
Centerbrook, CT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
