KAHN FINANCIAL GROUP

1700 Mcmullen Booth Rd.
Suite A-5
Clearwater, Florida 33759-2130
Tel: 727-797-5551

About KAHN FINANCIAL GROUP

KAHN FINANCIAL GROUP, formally registered with the SEC as KAHN FINANCIAL GROUP. The firm was established in 05/18/2021. They have over 1 offices throughout the country.

KAHN FINANCIAL GROUP is a Clearwater, Florida based Financial Planning firm with nearly $92,774,530 assets under management, offering retirement planning & investment advisory services to 382 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134802
SEC#	801-121222
Assets Managed by Firm	$92,774,530
No. of Clients	382
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	382	$92,774,530
Individuals (other than high net worth individuals)	133	$47,607,960
High net worth individuals	24	$45,166,570

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