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Home > Retirement Planners > north carolina > durham > KUHN ADVISORS, INC.
KUHN ADVISORS, INC.
2828 Pickett Road
Suite 170
Durham, North Carolina 27705
Tel: 919-493-3233
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 $719,937,102 assets under management, offering retirement planning & investment advisory services to 1355 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117816 |
| SEC# | 801-44183 |
| Assets Managed by Firm | $719,937,102 |
| No. of Clients | 1355 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1355 | $719,937,102 |
| Individuals (other than high net worth individuals) | 65 | $27,325,038 |
| High net worth individuals | 226 | $687,792,837 |
| Charitable organizations | Fewer than 5 clients | $4,298,281 |
| Corporations or other businesses | Fewer than 5 clients | $520,946 |
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