Overview
Assets Under Management: $221 million
Headquarters: LOS GATOS, CA
High-Net-Worth Clients: 27
Average Client Assets: $4 million
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