Unclaimed Profile

Mark Andrew Kuhn

KUHN ADVISORS, INC.·DURHAM, North Carolina

Series 65Clean record22 years registeredKUHN ADVISORS, INC.

2828 PICKETT ROAD, DURHAM, NC 27705CRD# 4481733Firm CRD# 117816

Profile Verification

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

Identity

Mark Andrew Kuhn · DURHAM, NC

Registration

CRD #4481733 · KUHN ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

KUHN ADVISORS, INC.

Dec 2003 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 5, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KUHN ADVISORS, INC.

CRD 117816 · SEC 801-44183

AUM

$720M

Regulatory assets under management

Employees

1,355 client accounts

Services offered by KUHN ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KUHN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Andrew Kuhn offer?

Mark Andrew Kuhn specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Mark Andrew Kuhn's credentials?

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

Where is Mark Andrew Kuhn located?

Mark Andrew Kuhn is based in DURHAM, North Carolina, working with KUHN ADVISORS, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Mark Andrew Kuhn charge for services?

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

How large is KUHN ADVISORS, INC.?

KUHN ADVISORS, INC. has approximately 8 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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