AdvisorOS Directory
Claim Profile
AK

Andrew Mitchel Kuhn

WHITNEY-KUHN, LLC·PLANO, Texas
Unclaimed Profile
1700 ALMA DRIVE, PLANO, TX 75075CRD# 6353122Firm CRD# 283028
01

About

Andrew Mitchel Kuhn is a registered financial advisor based in PLANO, Texas, affiliated with WHITNEY-KUHN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WHITNEY-KUHN, LLC
KUHN CAPITAL PARTNERS
AUM
$31M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WHITNEY-KUHN, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 6353122
Firm CRD# 283028
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Mitchel Kuhn offer?
Andrew Mitchel Kuhn specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Andrew Mitchel Kuhn's credentials?
Andrew Mitchel Kuhn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Mitchel Kuhn located?
Andrew Mitchel Kuhn is based in PLANO, Texas, working with WHITNEY-KUHN, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Andrew Mitchel Kuhn charge for services?
Andrew Mitchel Kuhn's firm is compensated through percentage of aum, performance-based fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITNEY-KUHN, LLC?
WHITNEY-KUHN, LLC has approximately 9 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PLANO
Jennifer Page Pustmueller — CAPROCK CAPITAL, LLCTravis David Carter — INSIGHT WEALTH PARTNERS, LLCDavid Scott Dryden — INSIGHT WEALTH PARTNERS, LLCWayne (none) Smith — INSIGHT WEALTH PARTNERS, LLCMark Evan Mitchell — CAPROCK CAPITAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile