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Kuhn Advisors

EST. AUM
$800,783,297

CONTACTS
2

CLIENT ACCOUNTS
1,280

Firm Details

Metro area Raleigh
CRD Number 117816
Website kuhnadvisors.com
Client types

Overview

Founded in 1993 by Mark Kuhn, Kuhn Advisors, Inc. is an independent, fee-only Registered Investment Advisor with offices in Durham, NC and Denver, CO. The firm is considered one of the diamonds in the rough, as many people think only of larger firms, but this is an interesting RIA. They have pretty concentrated models, mostly mutual funds, with more of a value tilt. It is believed that they use about 10 managers total across their whole portfolio. This is one that members might not think of when they go to Durham, but it is one that should be pointed out.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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