Kane Investment Management, Inc.

Kane Investment Management, Inc. (CRD# 127337) is a financial advisory firm headquartered in Los Gatos, CA. They manage $59,785,022 in 316 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15466 Los Gatos Blvd., Suite 213, Los Gatos, CA 95032
http://www.kaneinvestment.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $189,193
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, TX

Financial Advisors at Kane Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Manjeshwar Bhat, financial advisor Los Gatos CA
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 Davis, financial advisor Los Gatos CA
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 Rockom, financial advisor Los Gatos CA
Amy J. Rockom
CRD#: 6191741
15466 Los Gatos Blvd #213, Los Gatos, CA 95032
90
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.

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.

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