KUHN & COMPANY INVESTMENT COUNSEL, LLC

8770 W Bryn Mawr Ave
Suite 710
Chicago, Illinois 60631
Tel: 630-416-7700

About KUHN & COMPANY INVESTMENT COUNSEL, LLC

KUHN & COMPANY INVESTMENT COUNSEL, LLC, formally registered with the SEC as KUHN & COMPANY INVESTMENT COUNSEL, LLC. The firm was established in 07/14/2022. They have over 3 offices throughout the country.

KUHN & COMPANY INVESTMENT COUNSEL, LLC is a Chicago, Illinois based Financial Planning firm with nearly $131,200,874 assets under management, offering retirement planning & investment advisory services to 136 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306434
SEC#	801-126088
Assets Managed by Firm	$131,200,874
No. of Clients	136
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	136	$131,200,874
Individuals (other than high net worth individuals)	23	$5,176,206
High net worth individuals	28	$75,598,108
Charitable organizations	Fewer than 5 clients	$26,360,688
Corporations or other businesses	Fewer than 5 clients	$431,336

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