Overview
Assets Under Management: $621 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 122
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 394
Discretionary Accounts: 388
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 144368
Last Filing Date: 2024-03-29 00:00:00
Website: https://kahnbrothers.com