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Building 2KANE FINANCIAL

Map pinWATERVILLE, NY
Phone(315) 801-9028
NotebookSEC #801-122385
Total AUM
$75.2M
Employees
4
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 WEST MAIN STREET
WATERVILLE
NY 13480
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(315) 801-9028

ReceiptFinancials

Total AUM
$75.2M
Accounts
638
Discretionary
$74.3M
Accounts
634
Non-Discretionary
$871.1K
Accounts
4

ContactClients

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Individual Clients
276
AUM
$49.7M
HNW Individual Clients
20
AUM
$23.9M
Pension/Profit Sharing Plan Clients
1
AUM
$871.1K
Charitable Organization Clients
1
AUM
$709.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

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

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