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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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