|
⚲
|
| Kuehne Christopher
✚
| |
|---|---|
| CRD # | 125758 |
| SEC # | 801-66460 |
| CIK # | |
| AUM | $101.4 MM (2024-08-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 914-299-6447 |
| Address | 25418 N Quail Haven Drive Rio Verde, AZ 85263 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.3 |
| (b) Individuals (high net worth individuals) | 25 | 98.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 101.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 132 | 101.4 |
| Total | 132 | 101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.4 | |
| Total | 132 | 101.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vested Financial Planning LLC
✚
|
CA | 0.1 |
|
ESG Planning
✚
|
CA | 0.1 |
|
GCI Financial Group Inc
✚
|
NJ | 0.1 |
|
Invariant Investment Management LLC
✚
|
PA | 0.1 |
|
FIT Asset Management LLC
✚
|
CO | 0.1 |
|
Future You Wealth LLC
✚
|
NY | 0.1 |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Bona FIDE Wealth LLC
✚
|
TX | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |