⚲
|
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 |