Kuhn Advisors, Inc.

Kuhn Advisors, Inc. (CRD# 117816) is a financial advisory firm headquartered in Durham, NC. They manage $631,882,403 in 1,325 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2828 Pickett Road, Suite 170, Durham, NC 27705
http://kuhnadvisors.com/
By the Numbers
  • Total Assets Under Management
    632
    MILLION
  • Total Number of Accounts
    1,325
    ACCOUNTS
  • Average Account Value
    $476,892
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, MD, NC, NY, TX, UT

Financial Advisors at Kuhn Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mark Kuhn, financial advisor Durham NC
Mark A. Kuhn
CRD#: 4481733
3622 Lyckan Parkway, Suite 1001, Durham, NC 27705

Mark Kuhn (CRD# 4481733) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Durham, NC and has over 30 years of experience in the finance industry.

2
Scott Ranby, financial advisor Denver CO
Scott W. Ranby
CRD#: 6100316
2373 Central Park Blvd., Suite 100, Denver, CO 80238

Scott Ranby (CRD# 6100316) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Denver, CO and has over 10 years of experience in the finance industry. Scott Ranby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert Outen, financial advisor Durham NC
Robert H. Outen
CRD#: 6101255
2828 Pickett Road, Suite 170, Durham, NC 27705

Robert Outen (CRD# 6101255) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Durham, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals