Unclaimed Profile

James Joseph Kuhn

KUHN & COMPANY INVESTMENT COUNSEL, LLC·NAPERVILLE, Illinois

Clean recordKUHN & COMPANY INVESTMENT COUNSEL, LLC

1730 PARK ST., NAPERVILLE, IL 60563CRD# 4320507Firm CRD# 306434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Kuhn · NAPERVILLE, IL

Registration

CRD #4320507 · KUHN & COMPANY INVESTMENT COUNSEL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Joseph Kuhn is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with KUHN & COMPANY INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KUHN & COMPANY INVESTMENT COUNSEL, LLC

AUM

$131M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KUHN & COMPANY INVESTMENT COUNSEL, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4320507

Firm CRD# 306434

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Joseph Kuhn offer?

James Joseph Kuhn specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are James Joseph Kuhn's credentials?

James Joseph Kuhn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Kuhn located?

James Joseph Kuhn is based in NAPERVILLE, Illinois, working with KUHN & COMPANY INVESTMENT COUNSEL, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does James Joseph Kuhn charge for services?

James Joseph Kuhn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KUHN & COMPANY INVESTMENT COUNSEL, LLC?

KUHN & COMPANY INVESTMENT COUNSEL, LLC has approximately 3 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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