|
⚲
|
| KUHN Advisors Inc
✚
| |
|---|---|
| CRD # | 117816 |
| SEC # | 801-44183 |
| CIK # | |
| AUM | $719.9 MM (2024-02-29) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 919-493-3233 |
| Address | 2828 Pickett Road Durham, NC 27705 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 27.3 |
| (b) Individuals (high net worth individuals) | 226 | 687.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,355 | 719.9 |
| By Discretionary | ||
| Discretionary | 1,355 | 719.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,355 | 719.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 719.9 | |
| Total | 1,355 | 719.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Richard Young Associates Ltd
✚
|
GA | 0.8 |
|
Dixon Financial Services Inc
✚
|
CA | 0.8 |
|
Virtue Capital Management LLC
✚
|
TN | 0.8 |
|
Ram Investment Partners LLC
✚
|
WA | 0.8 |
|
Millennium Advisory Services Inc
✚
|
VA | 0.7 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.7 |
|
JP King Advisors Inc
✚
|
CA | 0.7 |
|
Proventus AG Vermgensverwaltung
✚
|
0.6 | |
|
VISE Ai Advisors LLC
✚
|
NY | 0.6 |
|
Ironwood Wealth Management LLC
✚
|
AZ | 0.6 |