Christopher J. Koehm
Investment adviser representative at Ht Partners LLC
39 yearsExperience
1 stateRegistered in
$556.3MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
39 years in the industry.
- Essex Insurance Group LLCMay 2008 to now
- Ht Partners LLCFeb 2008 to now
- Christopher J. Koehm, CpaOct 1987 to now
- Harcon Partners LLCApr 2008 to May 2017
- Thordarson Partners LLCApr 2008 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CT).
Ht Partners LLC
$556.3MAssets managed
121Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5540551
- Firm CRD
- 147400