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Building 2KAHN FINANCIAL GROUP

Map pinCLEARWATER, FL
Phone727-797-5551
NotebookSEC #801-121222
Total AUM
$122.6M
Employees
2
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 MCMULLEN BOOTH RD.
SUITE A-5
CLEARWATER
FL 33759-2130
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
727-797-5551

ReceiptFinancials

Total AUM
$122.6M
Accounts
402
Discretionary
$0
Accounts
0
Non-Discretionary
$122.6M
Accounts
402

ContactClients

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Individual Clients
78
AUM
$63.4M
HNW Individual Clients
44
AUM
$59M
Corporation or Business Clients
1
AUM
$263.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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