Overview
Assets Under Management: $220 million
Headquarters: JOHNSTON, IA
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Frequently Asked Questions
KANE COMPANY WEALTH MANAGEMENT, INC. 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 #115756), KANE COMPANY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KANE COMPANY WEALTH MANAGEMENT, INC. is headquartered in JOHNSTON, IA.
KANE COMPANY WEALTH MANAGEMENT, INC. serves 70 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, KANE COMPANY WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
KANE COMPANY WEALTH MANAGEMENT, INC. manages $220 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, KANE COMPANY WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
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