Kuehne,Christopher (Pound Ridge)

Name: Kuehne,Christopher
Address: 24 Waterbury Way, Pound Ridge, NY, 10576
Telephone: 914-764-0367

Kuehne,Christopher is a large advisory firm based in Pound Ridge. It manages $96.99 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Hampshire, New York, and Texas.

Kuehne,Christopher provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for charitable organizations. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kuehne,Christopher: assets under management

The assets under management (AUM) of Kuehne,Christopher is $96.99 million. The firm's AUM has gone down by -1% since the beginning of its operation, and $2.75 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in investment and business development companies the most. They account for 61% of the total AUM. The second-largest asset type is state and local bonds, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kuehne,Christopher for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kuehne,Christopher serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Kuehne,Christopher is high net worth individuals with 25 clients and $87.06 million of assets under management. Among the 7 most similar advisory firms, Kuehne,Christopher has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $96.99 million for 41 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Kuehne,Christopher doesn't advise any private funds.

Careers at Kuehne,Christopher

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Kuehne	Sole proprietor	1 Aug 1995	75% - 100%	1504097
Linda A Kuehne	Chief compliance officer	1 Dec 2005	Other	5104777
Christopher Kuehne	Chief compliance officer	1 Apr 2006	75% - 100%	1504097

Based in Pound Ridge

The principal office where Kuehne,Christopher performs its advisory services is located at 24 Waterbury Way, Pound Ridge, NY 10576, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-764-0367 or by fax 914-764-0368. The normal business hours are by appointment on Other. You can find more information about the New York firm at christopherkuehne.com.