TrueAdvisor
TrueAdvisor
PK
PK

Paul F Kohn

Investment Advisor Group
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Investment Advisor Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$560K average
Assets Under Management
$72.3M

Fee Structure

Minimum Investment:$100K

Location

Allendale, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Investment Advisor Group
February 2021 - Present · 5 yrs
Previous Registrations
The Investment Advisor Alliance LLC
April 2010 - February 2021 · 10 yrs 10 mos
State Registrations3 states
DENJNY
Advisor
Exams
No exam information available for this advisor.