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Advisor & Chief Compliance Officer · Kohlhepp Investment Advisors, LTD.

Todd R. Purring

CRD 5267806 · Named on Form ADV at one SEC-registered adviser

At a glance

Kohlhepp Investment Advisors, LTD., an SEC-registered wealth manager based in Doylestown, PA with $205 million in regulatory assets, lists Todd R. Purring on its Form ADV as Advisor & Chief Compliance Officer.

Firms and roles

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Todd’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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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 Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.