Kane Financial Planning
Kane Financial Planning (CRD# 283245) is a financial advisory firm headquartered in , . They manage $5,533,863 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kane Financial Planning
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$240,603
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Kane Financial Planning
1
Patricia Kane (CRD# 5131389) is an Investment Advisor Representative working at Kane Financial Planning in East Hartland, CT and has over 16 years of experience in the finance industry.
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