Kuhn Advisors

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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.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 50%
Minimum Investment $1,000,000
Average Client Balance $2,127,904
Total AUM $332.0 million
Advisor / Client Ratio 1:52
Headquarters Durham, NC
SEC Filings View SEC IAPD CRD #117816
State(s) Registered CA, CO, MD, NY, NC, TX, UT

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.