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Koehler Financial Services
KOEHLER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in STEVENSVILLE, MI. The firm manages approximately $36 million in regulatory assets.
Overview
KOEHLER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in STEVENSVILLE, MI. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the known investment strategy of Koehler Financial Services?
The firm does not publicly disclose an investment strategy. In the absence of a website, fund prospectus, or regulatory filing, specific asset allocation, sector preferences, and geographic focus remain private. This is normal for family offices that are not soliciting external investors.
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