Kane Investment Management, Inc.

Kane Investment Management, Inc. (CRD# 127337) is a financial advisory firm headquartered in Los Gatos, CA. They manage $61,904,387 in 368 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $168,218
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kane Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Manjeshwar S. Bhat
CRD#: 5677546
Kane Financial Services, 15466 Los Gatos Blvd #213, Los Gatos, CA 95032
93
Wealthminder
score

Manjeshwar Bhat (CRD# 5677546) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 8 years of experience in the finance industry.

2
Charles D. Davis
CRD#: 4717241
15466 Los Gatos Blvd, Suite 213, Los Gatos, CA 95032
93
Wealthminder
score

Charles Davis (CRD# 4717241) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.

3
Amy J. Rockom
CRD#: 6191741
15466 Los Gatos Blvd #213, Los Gatos, CA 95032
89
Wealthminder
score

Amy Rockom (CRD# 6191741) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 4 years of experience in the finance industry.

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