|
⚲
|
| RV Kuhns & Associates Inc
✚
| |
|---|---|
| CRD # | 18005 |
| SEC # | 801-27679 |
| CIK # | |
| AUM | $1.1 BB (2024-08-15) |
| Employees | 137 (83% Investors, 0% Brokers) |
| Phone | 503-221-4200 |
| Address | 222 SW Columbia Street, Suite 600 Portland, OR 97201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 45.7 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 113.9 |
| (h) Charitable organizations | 26 | 82.7 |
| (i) State or municipal government entities | 50 | 587.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 41.9 |
| (l) Sovereign wealth funds and foreign official institutions | 9 | 139.6 |
| (m) Corporations or other businesses not listed above | 22 | 104.5 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 1,115.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 34 | 1,115.4 |
| Total | 34 | 1,115.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,115.4 | |
| Total | 34 | 1,115.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ryan Alm Advisers LLC
✚
|
FL | 1.9 |
|
CIM Investment Management Inc
✚
|
PA | 1.1 |
|
Hauser Retirement Solutions 2 LLC
✚
|
OH | 1.0 |
|
TRPC Advisory Services Inc
✚
|
TN | 0.9 |
|
Consequent Capital Management LLC
✚
|
GA | 0.7 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.7 |
|
Investment Performance Services LLC
✚
|
GA | 0.6 |
|
Investrust Consulting LLC
✚
|
OK | 0.6 |
|
VERT Asset Management LLC
✚
|
CA | 0.3 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.3 |