Kanen Wealth Management LLC
Kanen Wealth Management LLC (CRD# 282746) is a financial advisory firm headquartered in Coconut Creek, FL. They manage $292,490,900 in 454 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management292MILLION
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Total Number of Accounts454ACCOUNTS
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Average Account Value$644,253
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, CO, 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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