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Building 2KUHN ADVISORS, INC.

Map pinDURHAM, NC
Phone919-493-3233
NotebookSEC #801-44183
Total AUM
$800.8M
Employees
8
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2828 PICKETT ROAD
SUITE 170
DURHAM
NC 27705
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
919-493-3233

ReceiptFinancials

Total AUM
$800.8M
Accounts
1,280
Discretionary
$800.8M
Accounts
1,280
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$23.4M
HNW Individual Clients
200
AUM
$772M
Charitable Organization Clients
1
AUM
$4.6M
Corporation or Business Clients
1
AUM
$696.8K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNCNYTXUTVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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