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KANEN WEALTH MANAGEMENT LLC
Tel: 631-863-3100
6810 Lyons Technology Circle Suite 160
Coconut Creek, Florida 33073
KANEN WEALTH MANAGEMENT LLC
KANEN WEALTH MANAGEMENT LLC is a Coconut Creek, Florida based financial advisory firm with nearly $292,490,900 in assets under management and provides investment advisory services for 454 clients. There are currently 5 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
282746
SEC#:
801-116998
No. of Clients:
454
Assets under Management
$292,490,900
No. of Advisors:
5
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