Kahn Financial Advisors LLC
Kahn Financial Advisors LLC (CRD# 121014) is a financial advisory firm headquartered in Columbus, OH. They manage $31,737,000 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$1,763,167
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Herbert Kahn (CRD# 4550280) is an Investment Advisor Representative working at Kahn Financial Advisors LLC in Columbus, OH and has 1 year of experience in the finance industry. Herbert Kahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.