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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2016
- Office Locations
- 1
Office Locations
About Kane Financial Planning
Kane Financial Planning is a fiduciary RIA led by CFP/MBA Patricia Kane, serving corporate executives, physicians, and business owners, with a specialty in pre-retirees and clients transitioning into early-to-mid retirement. The firm provides holistic planning (cash flow, benefits, tax/estate and risk) plus ongoing portfolio management, typically using mutual funds and ETFs. Works virtually or in person; custody includes Charles Schwab.
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Owner & Executives
PATRICIA CLARK KANE
Certified Financial Planner, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5131389
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,243,982 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,243,982 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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