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Kohlhepp Investment Advisors, Ltd. logo

Kohlhepp Investment Advisors, Ltd. Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Kohlhepp Investment Advisors, Ltd. provides comprehensive financial planning and operates as a fee-based investment adviser registered with the SEC. Founded in 1998 and based in Doylestown, Pennsylvania, the firm aims to help individuals navigate the path to their financial goals. In January 2024, the firm was reported to partner with Sandy Township to pursue a developer's agreement.

Situated in the financial services sector, the company emphasizes planning and advisory services within an SEC-registered, fee-based framework. It is described as a small practice serving clients in the region who seek guidance on long-term financial plans.

Find Kohlhepp Investment Advisors, Ltd. employees' phone numbers or email addresses

Kohlhepp Investment Advisors, Ltd. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Kohlhepp Investment Advisors, Ltd.'s Leadership

  • Stylized image of a person
    E. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    President And Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E. C.
    President & Certified Financial Planner Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Client Fulfillment Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L. E. K.
    Client
    Phone icon
    Mobile Phone

Kohlhepp Investment Advisors, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Kohlhepp Investment Advisors, Ltd.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. K.
    President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jan 14, 2026
  • Stylized image of a person
    E. K.
    President And Certified Financial Planner
    Phone icon
    Mobile Phone
    UNITED STATES
    May 18, 2023
  • Stylized image of a person
    M. R.
    Vice President
    Phone icon
    Mobile Phone
    UNITED STATES
    May 08, 2024
  • Stylized image of a person
    J. H.
    Client Fulfillment Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    J. L. E. K.
    Client
    Phone icon
    Mobile Phone
    United StatesArkansas
    Jun 02, 2026
  • Stylized image of a person
    K. E. C.
    President & Certified Financial Planner Professional
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 24, 2025

Frequently Asked Questions

What is Kohlhepp Investment Advisors, Ltd. known for?

Minus sign iconPlus sign iconKohlhepp Investment Advisors, Ltd. was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-215-340-****
. Explore Kohlhepp Investment Advisors, Ltd.'s company overview page for more information.

What is Kohlhepp Investment Advisors, Ltd.'s most common email format?

Minus sign iconPlus sign iconKohlhepp Investment Advisors, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kohlhepp Investment Advisors, Ltd. email formats with LeadIQ.

How many employees does Kohlhepp Investment Advisors, Ltd. have currently?

Minus sign iconPlus sign iconKohlhepp Investment Advisors, Ltd. has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Kohlhepp Investment Advisors, Ltd.'s key employees and leadership?

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As of July 2026, Kohlhepp Investment Advisors, Ltd.'s key employees include:

  • President: E. K.
  • President And Certified Financial Planner: E. K.
  • President & Certified Financial Planner Professional: K. E. C.
  • Vice President: M. R.
  • Client Fulfillment Manager: J. H.

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