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Building 2KANEN WEALTH MANAGEMENT LLC

Map pinCOCONUT CREEK, FL
Phone631-863-3100
NotebookSEC #801-116998
Total AUM
$404.6M
Employees
5
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6810 LYONS TECHNOLOGY CIRCLE
SUITE 160
COCONUT CREEK
FL 33073
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
631-863-3100
Other Offices
1

ReceiptFinancials

Total AUM
$404.6M
Accounts
455
Discretionary
$400.6M
Accounts
453
Non-Discretionary
$4M
Accounts
2

ContactClients

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Individual Clients
137
AUM
$11M
HNW Individual Clients
110
AUM
$71.7M
Investment Company Clients
1
AUM
$122.1M
Pooled Vehicle Clients
3
AUM
$197.4M
Charitable Organization Clients
4
AUM
$2.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
NON-AFFILIATE PRIVATE PLACEMENT ADVISEMENT
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTFLNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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