James
Kuhn
Kuhn & Company Investment Counsel, LLC
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About this Advisor
James Kuhn is a financial advisor working in Chicago, Illinois with a total of 4 years of relevant experience. Kuhn is an advisor for Kuhn & Company Investment Counsel, LLC. During their career, Kuhn has held roles at Kuhn & Company Cpa'S Holding, Ppllc, Commonwealth Financial Network, Cannata, Bertucco & Associates and Kuhn & Company Investment Counsel, LLC. Kuhn maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Kuhn & Company Investment Counsel, LLC is a registered investment business operating out of Chicago, IL. The firm has just three advisors. It has $109 million in assets between its 137 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 137 customer accounts, 60% belong to high-net-worth clients who have greater than $1 million in investable assets. Kuhn & Company Investment Counsel, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by Kuhn & Company Investment Counsel, LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kuhn & Company Investment Counsel, LLC Brokerage Details
$108,489,465
3
137
$791,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Kuhn Work History
James has been registered as a financial advisor for 4 years.*
Kuhn & Company Investment Counsel, LLC
Kuhn & Company Investment Counsel, LLC
Kuhn & Company Cpa'S Holding, Ppllc
Commonwealth Financial Network
Cannata, Bertucco & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Kuhn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kuhn & Company Investment Counsel, LLC
Chicago, IL
Chicago, IL
Wilmette, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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