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Kane Company PC
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CRD # | 115756 |
SEC # | 801-117373 |
CIK # | |
AUM | $165.5 MM (2023-01-26) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 515-270-2727 |
Address | 5526 NW 86th Street Johnston, IA 50131-2928 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 130 | 43.8 |
(b) Individuals (high net worth individuals) | 55 | 121.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 628 | 165.5 |
By Discretionary | ||
Discretionary | 607 | 164.1 |
Non-Discretionary | 21 | 1.4 |
Total | 628 | 165.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 165.5 | |
Total | 628 | 165.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bullseye Investment Management LLC
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|
OH | 0.2 |
The Putney Financial Group LLC
✚
|
CA | 0.2 |
Parrott Wealth Management LLC
✚
|
TX | 0.2 |
Harbor Island Capital LLC
✚
|
MA | 0.2 |
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |
Family CFO Inc
✚
|
CA | 0.2 |
Wealthcor LLC
✚
|
OH | 0.2 |
Sector Analysts LLC
✚
|
PA | 0.2 |
Guidestream Financial Inc
✚
|
MI | 0.2 |
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |