1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KANE INVESTMENT MANAGEMENT, INC.

Map pinLOS GATOS, CA
Phone408-358-5263
NotebookSEC #801-121604
Total AUM
$240.5M
Employees
9
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15466 LOS GATOS BLVD.
SUITE 213
LOS GATOS
CA 95032
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
408-358-5263

ReceiptFinancials

Total AUM
$240.5M
Accounts
478
Discretionary
$240.5M
Accounts
478
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
158
AUM
$129.1M
HNW Individual Clients
33
AUM
$111.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account