Overview
Assets Under Management: $220 million
Headquarters: JOHNSTON, IA
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 653
Discretionary Accounts: 646
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 115756
Last Filing Date: 2025-01-21 00:00:00
Website: https://kanecompanypc.com