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Chief Compliance Officer · Koehler Asset Management

Aliesa M. Okoh

CRD 5393517 · Named on Form ADV at one SEC-registered adviser

At a glance

Koehler Asset Management, an SEC-registered wealth manager based in Babylon, NY with $111 million in regulatory assets, lists Aliesa M. Okoh on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Aliesa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aliesa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.