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KUHN ADVISORS, INC.

2828 Pickett Road
Suite 170
Durham, North Carolina 27705
Tel: 919-493-3233

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About KUHN ADVISORS, INC.

KUHN ADVISORS, INC, formally registered with the SEC as KUHN ADVISORS, INC. The firm was established in 06/21/1993. They have over 2 offices throughout the country.

KUHN ADVISORS, INC. is a Durham, North Carolina based Financial Planning firm with nearly $631,882,403 assets under management, offering retirement planning & investment advisory services to 1325 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117816
SEC# 801-44183
Assets Managed by Firm $631,882,403
No. of Clients 1325
No. of Advisors 8

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1325$631,882,403
Individuals (other than high net worth individuals)72$32,710,240
High net worth individuals196$594,960,404
Charitable organizationsFewer than 5 clients$4,178,091
Corporations or other businessesFewer than 5 clients$33,668
Inquire with KUHN ADVISORS, INC.

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