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Home > Retirement Planners > iowa > johnston > KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT, INC.
8831 Thomas Avenue
Suite 200
Johnston, Iowa 50131-8005
Tel: 515-270-2727
About KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT, INC, formally registered with the SEC as KANE COMPANY WEALTH MANAGEMENT, INC. The firm was established in 09/24/2019. They have over 1 offices throughout the country.
KANE COMPANY WEALTH MANAGEMENT, INC. is a Johnston, Iowa based Financial Planning firm with nearly $220,023,746 assets under management, offering retirement planning & investment advisory services to 653 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115756 |
| SEC# | 801-117373 |
| Assets Managed by Firm | $220,023,746 |
| No. of Clients | 653 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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 | 653 | $220,023,746 |
| Individuals (other than high net worth individuals) | 123 | $39,139,934 |
| High net worth individuals | 70 | $180,664,070 |
| Charitable organizations | Fewer than 5 clients | $219,742 |
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