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KANEN WEALTH MANAGEMENT LLC
6810 Lyons Technology Circle
Suite 160
Coconut Creek, Florida 33073
Tel: 631-863-3100
About KANEN WEALTH MANAGEMENT LLC
KANEN WEALTH MANAGEMENT LLC, formally registered with the SEC as KANEN WEALTH MANAGEMENT LLC. The firm was established in 07/22/2019. They have over 1 offices throughout the country.
KANEN WEALTH MANAGEMENT LLC is a Coconut Creek, Florida based Financial Planning firm with nearly $292,490,900 assets under management, offering retirement planning & investment advisory services to 454 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282746 |
| SEC# | 801-116998 |
| Assets Managed by Firm | $292,490,900 |
| No. of Clients | 454 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (NON-AFFILIATE PRIVATE PLACEMENT ADVISEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 454 | $292,490,900 |
| Individuals (other than high net worth individuals) | 166 | $19,658,737 |
| High net worth individuals | 61 | $72,450,414 |
| Pension and profit sharing plans | 11 | $4,897,029 |
| Charitable organizations | 2 | $918,541 |
| Corporations or other businesses | 2 | $52,715 |
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