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KAHN FINANCIAL GROUP, INC.

UUIDdc95af82-b428-5062-b40d-67163f0b24ca
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 134802 134802 1.0
sec_file_number 801-121222 801-121222

Profile

Website
HQ CityCLEARWATER
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • KAHN FINANCIAL GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)101,785,642.0
  • RAUM (discretionary)0.0
  • Actionable assets31,459,325.0
  • Accounts398.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM31,204,069.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.