AUMdb

Kuhl Investments Inc.

State-registered Investment Adviser CRD 123016 · · WWW.KUHLFINANCIALSERVICES.COM
☆ Save with Pro ADV data as of Jun 17, 2003
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Laurence Gregory Kuhl Registered representative Personal Financial Specialist Jul 1998 (28y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/17/2003 504 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2003.

View current Form ADV (SEC/IAPD) ↗