This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- EagleOak
- Established Date
- 02-07-2019
- Office Locations
- 1
Office Locations
About Kane Financial
Kane Financial is a Waterville, NY advisory firm providing investment management and comprehensive financial planning, with emphasis on tax planning, estate/insurance coordination, and portfolio construction for individuals and entrepreneurs. The team shares regular market, economic, and tax-legislation updates for clients and is active in local community sponsorship; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RENEE Alexandria Jarosz
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
CLINTON PETER KANE
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #5352683
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Danielle Kane Hartman
--
- CRD
- #8123799
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,303,260 | $117,198 |
| Non-Discretionary | $871,052 | $217,763 |
| Total | $75,174,312 | $117,828 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $75,174,312
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $245,477,440 | 17.0% |
| Public Funds | $688,780,818 | 47.7% |
| Cash | $509,726,686 | 35.3% |
| Total | $1,443,984,944 | 100.0% |