Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 23
Average Client Assets: $5 million
Frequently Asked Questions
KUEHNE,CHRISTOPHER is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125758), KUEHNE,CHRISTOPHER is subject to fiduciary duty under federal law.
KUEHNE,CHRISTOPHER serves 23 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, KUEHNE,CHRISTOPHER offers financial planning and portfolio management for individuals. View all service details ↓
KUEHNE,CHRISTOPHER manages $110 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, KUEHNE,CHRISTOPHER serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.64
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 149
Non-Discretionary Accounts: 149
Regulatory Filings
CRD Number: 125758
Last Filing Date: 2025-02-13 00:00:00
Website: https://christopherkuehne.com