K
$122.6M Total AUM
$0 Disc. AUM
0.5% 3Y CAGR
2 Employees
123 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-20-2001
- Office Locations
- 1
Office Locations
1700 Mcmullen Booth Road Suite A-5 Clearwater FL
About Kahn Financial Group
Kahn Financial Group is a Clearwater-based RIA. The firm has been operating for 25 years. Managing $122.6M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
54 AVG AGE
$61.3M AVG AUM / ADVISOR
$996.9K AVG AUM / CLIENT
18.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID BENNETT KAHN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2348498
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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MICHAEL THOMAS CAREY
Financial Advisor
- CRD
- #4538404
Available
Available
Available
M
MICHAEL MCCARRAN KAHN
Sales Assistant
- CRD
- #6374914
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $122,622,407 | $305,031 |
| Total | $122,622,407 | $305,031 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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