Paul
Kohn
Investment Advisor Group
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About this Advisor
Paul Kohn is a financial advisor operating in Allendale, New Jersey with a total of 2 years of industry experience. Kohn is on the advisory team at Investment Advisor Group. Kohn has gained experience at Frazier Industrial Co, Investment Advisor Alliance and Investment Advisor Group. Kohn maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in New Jersey. Investment Advisor Group is a financial advisory business operating in Allendale, New Jersey. The firm has offices in eight locations and a total of nine financial advisors. It administers $78 million in assets under management among its 202 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 202 client accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management vary depending on the services. Fee types billed by Investment Advisor Group most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Advisor Group Brokerage Details
$78,330,296
9
202
$387,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Paul Kohn Work History
Paul has been registered as a financial advisor for 2 years.*
Investment Advisor Group
Investment Advisor Alliance
Frazier Industrial Co
*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 Paul Kohn 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 Investment Advisor Group
Allendale, NJ
Hancock, NY
Hancock, NY
Saint Augustine, FL
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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