2828 Pickett Road
Suite 170
Durham, North Carolina 27705
Tel: 919-493-3233
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.
SEC Current Status | Approved |
Firm CRD# | 117816 |
SEC# | 801-44183 |
Assets Managed by Firm | $631,882,403 |
No. of Clients | 1325 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1325 | $631,882,403 |
Individuals (other than high net worth individuals) | 72 | $32,710,240 |
High net worth individuals | 196 | $594,960,404 |
Charitable organizations | Fewer than 5 clients | $4,178,091 |
Corporations or other businesses | Fewer than 5 clients | $33,668 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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