John
Robertson

Kuhn & Company Investment Counsel, LLC

CRD#4582448
Investment Advisor
in Chicago, IL

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About this Advisor

John Robertson is a financial advisor based in Chicago, Illinois, working with Kuhn & Company Investment Counsel, LLC. John has previously held positions at Deutsche Bank (Deutsche Asset Management/Rreef), Career Retired, Kuhn & Company Investment Counsel, LLC, and Robertson Family Investments LLC. John is registered to provide services in Illinois and Indiana. Currently, John is part of Kuhn & Company Investment Counsel, LLC, which operates out of Chicago, Illinois. The firm has 2 offices and 3 employees. The firm manages assets totaling $131.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Kuhn & Company Investment Counsel, LLC includes asset-based and hourly fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8770 W Bryn Mawr Ave Suite 710
Chicago, IL 60631

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Kuhn & Company Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$131,200,874

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

136

IL Average: 2,564
Average Account Size

$964,712

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

John Robertson Work History

2021 - Present (3 years)

Kuhn & Company Investment Counsel, LLC

2020 - Present (4 years)

Robertson Family Investments LLC

2016 - 2021 (5 years)

Career Retired

1997 - 2016 (19 years)

Deutsche Bank (Deutsche Asset Management/Rreef)

Disclosures

Please visit the SEC profile of John Robertson 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

Kevin Kuhn
Chicago, IL
James Kuhn
Chicago, IL
John Robertson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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