Kahn Financial Group

Kahn Financial Group (CRD# 134802) is a financial advisory firm headquartered in Clearwater, FL. They manage $92,774,530 in 382 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1700 Mcmullen Booth Rd., Suite A-5, Clearwater, FL 33759
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $242,865
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Kahn Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Michael Carey, financial advisor Clearwater FL
Michael T. Carey
CRD#: 4538404
1700 Mcmullen Booth Rd. Suite A-5, Clearwater, FL 33759

Michael Carey (CRD# 4538404) is an Investment Advisor Representative working at Kahn Financial Group in Clearwater, FL and has over 21 years of experience in the finance industry.

2
David Kahn, financial advisor Clearwater FL
David B. Kahn
CRD#: 2348498
1700 Mcmullen Booth Road, Suite A-5, Clearwater, FL 33759

David Kahn (CRD# 2348498) is an Investment Advisor Representative working at Kahn Financial Group in Clearwater, FL and has over 30 years of experience in the finance industry.

3
Michael Kahn, financial advisor Clearwater FL
Michael M. Kahn
CRD#: 6374914
1700 Mcmullen Booth Rd., Suite A-5, Clearwater, FL 33759

Michael Kahn (CRD# 6374914) is an Investment Advisor Representative working at Kahn Financial Group in Clearwater, FL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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