KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Ohio, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,019	$748.8M
Non-Discretionary	0	$0
Total	1,019	$748.8M

Clients

Type	Number	RAUM
Individuals	211	$82.3M
HNW Individuals	161	$580.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.3M
Charitable organizations	9	$27.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	21	$57.6M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)CONSULTATION SERVICES
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-79520
SEC ERA File Number	801-79520
SEC CIK Numbers	1696615
SEC CRD Numbers	138851
Legal Entity Identifier	None

Principal Office

3421 RIDGEWOOD ROAD
SUITE 125
AKRON
OH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic