Overview
Assets Under Management: $221 million
Headquarters: LOS GATOS, CA
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
KANE INVESTMENT 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 #127337), KANE INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KANE INVESTMENT MANAGEMENT, INC. is headquartered in LOS GATOS, CA.
KANE INVESTMENT MANAGEMENT, INC. serves 27 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, KANE INVESTMENT MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
KANE INVESTMENT MANAGEMENT, INC. manages $221 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, KANE INVESTMENT 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: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.15
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 459
Discretionary Accounts: 459
Regulatory Filings
CRD Number: 127337
Filing ID: 1969780
Last Filing Date: 2025-03-28 21:56:00
Website: https://kaneinvestment.com