KOEHLER FINANCIAL SERVICES, INC.
CRD #123092 SEC #801-68578 STEVENSVILLE, MI 269-429-0650
SEC Registered
Total AUM
$38.2M
Discretionary
$38.2M
Employees
1
Clients
51
Accounts
275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $38.2M | $38.2M | $0 | 1 | 300 |
| May 2012 | $32.6M | $32.6M | $0 | 1 | 300 |
| Jan 2012 | $32.6M | $32.6M | $0 | 1 | 300 |
| Jan 2012 | $35.2M | $35.2M | $0 | 1 | 300 |
| May 2011 | $35.5M | $35.5M | $0 | 5 | -- |
| Mar 2011 | $35.5M | $35.5M | $0 | 5 | -- |
| Nov 2007 | $33M | $33M | $0 | 5 | -- |
DateMay 2012
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees1
Clients300
DateMay 2011
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--