KOHR INVESTMENTS

KOHR INVESTMENTS, LLC

CRD 305796

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26522 LA ALAMEDA #210, MISSION VIEJO, CA, 92691, United States

Phone

949-545-0229

Fax

949-367-0993

Registration

— (—)

Source

State registered

Total AUM

$23.9M

Discretionary AUM

$23.9M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsFINANCIAL CONSULTING SERIVCES THAT DO NOT RESULT IN A FINANCIAL PLAN

Client types

Type	Clients	AUM
Individuals	74	$8.2M
High net worth individuals	8	$15.6M

All web addresses on file

http://www.KOHRfinancial.com
http://KOHRinsurance.com
http://www.KOHRinvestments.com

Official SEC filing: View on IAPD