Kanen Wealth Management LLC
Kanen Wealth Management LLC (CRD# 282746) is a financial advisory firm headquartered in Coral Springs, FL. They manage $301,041,686 in 425 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management301MILLION
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Total Number of Accounts425ACCOUNTS
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Average Account Value$708,333
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, NY, PA, TX, VA
Financial Advisors at Kanen Wealth Management LLC
1
David Kanen (CRD# 1807794) is an Investment Advisor Representative working at Kanen Wealth Management LLC in Coral Springs, FL and has over 36 years of experience in the finance industry.
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