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
https://www.linkedin.com/in/patriciackane/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Kane Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Patricia Kane, financial advisor East Hartland CT
Patricia C. Kane
CRD#: 5131389
East Hartland, CT

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.

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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