R.V. Kuhns & Associates, Inc. is a pension cosultant based in Portland. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Idaho, Illinois, New York, and Oregon.
R.V. Kuhns & Associates provides pension consulting services, selection of other advisers, and asset allocation advice; manager / investment advice; performance evaluation and reporting; other consulting services.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay R.V. Kuhns & Associates, Inc. for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Rebecca A Gratsinger is insurance companies with 9 clients and $0 of assets under management. Among the 9 most similar advisory firms, R.V. Kuhns & Associates has the highest percentage of insurance companies out of all clients.
1% of the firm’s clients are foreign persons or businesses.
R.V. Kuhns & Associates doesn't advise any private funds.
The company employs 107 people that are either part- or full-time employees. 88 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.
Rebecca A Gratsinger has been acting as President since 1 Dec 2008. Joseph Michael Ledgerwood joined the executive team most recently as the Dir. Of Inv. Mgr. Research/Principal.
The principal office where R.V. Kuhns & Associates, Inc. performs its advisory services is located at 1211 Sw 5 Th Avenue, Suite 900, Portland, OR 97204, which is also the mailing address of the firm. An additional office of the firm is in Boise, ID. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-221-4200. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at rvkuhns.com.