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Last updated: February 18th, 2020. Data source: SEC filings.
Kuhn Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 3 advisors. Kuhn Advisors manages $332.0 million and provides investment advisory services for 156 clients (1:52 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||50%|
|Average Client Balance||$2,127,904|
|Total AUM||$332.0 million|
|Advisor / Client Ratio||1:52|
|SEC Filings||View SEC IAPD CRD #117816|
|State(s) Registered||CA, CO, MD, NY, NC, TX, UT|