Overview
Assets Under Management: $621 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 122
Average Client Assets: $2 million
Frequently Asked Questions
KAHN BROTHERS ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144368), KAHN BROTHERS ADVISORS LLC is subject to fiduciary duty under federal law.
KAHN BROTHERS ADVISORS LLC is headquartered in NEW YORK, NY.
KAHN BROTHERS ADVISORS LLC serves 122 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, KAHN BROTHERS ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KAHN BROTHERS ADVISORS LLC manages $621 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, KAHN BROTHERS ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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