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Home > Retirement Planners > florida > clearwater > KAHN FINANCIAL GROUP
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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