Kohmann Bosshard Financial Services

Founded in 2005, Kohmann Bosshard Financial Services built its practice around a dual offering of discretionary portfolio management and comprehensive...

Kohmann Bosshard Financial Services

Founded in 2005, Kohmann Bosshard Financial Services built its practice around a dual offering of discretionary portfolio management and comprehensive financial planning. The firm is registered with the SEC as an investment adviser and operates from a single office in Fair Lawn, New Jersey, maintaining a deliberately narrow geographic focus that favors deep client relationships over asset-gathering scale. The firm's investment approach centers on constructing individually managed portfolios for high-net-worth individuals, retirement plans, trusts, and small-business entities. Rather than running commingled funds, Kohmann Bosshard's model leans on direct security selection and asset-allocation frameworks tailored to each client's tax situation and liquidity needs. Its advisory footprint spans public equities and fixed income, with additional exposure pathways available through third-party managers for alternative asset classes. Kohmann Bosshard has kept a low public profile with no disclosed AUM or professional headcount, consistent with a firm that does not pursue institutional marketing or media coverage. The practice does not maintain a LinkedIn presence, and its regulatory filings — the primary window into its operations — reflect a small, stable advisory business without reported disciplinary history. The firm's structural differentiator is its hybrid RIA posture: it combines fiduciary portfolio management with financial-planning services under one roof for a client base that skews toward retirement plans and local business owners. This architecture avoids the asset-management arms race in favor of a service model where the same advisor oversees both the investment and the plan.

Website

kohmannbosshard.com

linkedin.com/company/kohmann-bosshard

General information

Firm type

Bank / Wealth / Trust

Year founded

2005

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Fair Lawn

Corporate office

Fair Lawn, NJ, United States

Is Kohmann Bosshard a single-family office or a registered investment adviser?

It is a registered investment adviser, not a family office. The firm serves multiple external clients — individuals, pension plans, trusts, and business entities — and is structured as a fiduciary advisory practice rather than a single-family vehicle.

What types of clients does Kohmann Bosshard serve?

Per the firm's regulatory disclosures, its client base includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm does not publicly disclose a minimum account size.

Does Kohmann Bosshard run commingled funds or only separately managed accounts?

The firm's investment management is delivered through separately managed accounts tailored to each client. There is no public record of Kohmann Bosshard offering proprietary commingled funds or pooled investment vehicles.

How does Kohmann Bosshard charge for its services?

Kohmann Bosshard operates on a fee-only basis, charging clients a percentage of assets under management for portfolio management services. Financial planning engagements may be billed separately on a fixed-fee or hourly basis, per the firm's standard RIA structure.

Does Kohmann Bosshard have any disclosed disciplinary history?

As of the most recent publicly available regulatory filings, Kohmann Bosshard has no reported disciplinary actions, regulatory sanctions, or client disputes — consistent with a small advisory firm that has maintained a clean compliance record since its 2005 founding.

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