KANE FINANCIAL

151 West Main Street
Waterville, New York 13480
Tel: (315) 801-9028

About KANE FINANCIAL

KANE FINANCIAL, formally registered with the SEC as KANE FINANCIAL. The firm was established in 09/24/2021. They have over 1 offices throughout the country.

KANE FINANCIAL is a Waterville, New York based Financial Planning firm with nearly $56,644,536 assets under management, offering retirement planning & investment advisory services to 560 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291231
SEC#	801-122385
Assets Managed by Firm	$56,644,536
No. of Clients	560
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
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	560	$56,644,536
Individuals (other than high net worth individuals)	336	$39,591,291
High net worth individuals	15	$16,058,567
Pension and profit sharing plans	Fewer than 5 clients	$539,832
Charitable organizations	Fewer than 5 clients	$454,846

More Retirement Planning firms in Waterville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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