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KUHN Advisors Inc
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CRD # | 117816 |
SEC # | 801-44183 |
CIK # | |
AUM | $631.9 MM (2023-03-31) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 919-493-3233 |
Address | 2828 Pickett Road Durham, NC 27705 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 68 | 30.2 |
(b) Individuals (high net worth individuals) | 144 | 673.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 3.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 2.8 |
(n) Other | 0 | 0.0 |
Total | 1,345 | 709.0 |
By Discretionary | ||
Discretionary | 1,345 | 709.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,345 | 709.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 709.0 | |
Total | 1,345 | 709.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Dixon Financial Services Inc
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|
CA | 0.7 |
Richard Young Associates Ltd
✚
|
GA | 0.7 |
Reagan Companies Asset Management Inc
✚
|
NY | 0.7 |
SOFI Wealth LLC
✚
|
CA | 0.7 |
McIlrath & Eck LLC
✚
|
WA | 0.6 |
NorthStar Asset Management Inc
✚
|
MA | 0.6 |
Proventus AG Vermogensverwaltung
✚
|
0.6 | |
Marketriders Inc
✚
|
MO | 0.6 |
JP King Advisors Inc
✚
|
CA | 0.6 |
Oak Harvest Investment Services LLC
✚
|
TX | 0.6 |