Overview
Assets Under Management: $720 million
Headquarters: DURHAM, NC
High-Net-Worth Clients: 210
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,355
Discretionary Accounts: 1,355
Regulatory Filings
CRD Number: 117816
Last Filing Date: 2024-02-29 00:00:00
Website: https://kuhnadvisors.com