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).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
David L. Kanen
CRD#: 1807794
5850 Coral Ridge Drive, Suite 309, Coral Springs, FL 33076

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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