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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 $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 StatusApproved
Firm CRD#117816
SEC#801-44183
Assets Managed by Firm$719,937,102
No. of Clients1355
No. of Advisors8

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 ClientsAUM
Firm Total1355$719,937,102
Individuals (other than high net worth individuals)65$27,325,038
High net worth individuals226$687,792,837
Charitable organizationsFewer than 5 clients$4,298,281
Corporations or other businessesFewer than 5 clients$520,946

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