Kane Financial LLC

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Assets, Funds, Holdings

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Kane Financial LLC
CRD #291231
SEC #801-122385
CIK #
AUM $44.4 MM (2024-02-27)
Employees 2 (50% Investors, 0% Brokers)
Phone315-801-9028
Address151 West Main Street
Waterville, NY 13480
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($MM)
504030201002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 239 36.0
(b) Individuals (high net worth individuals) 6 7.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 506 44.4
By Discretionary
Discretionary 503 44.3
Non-Discretionary 3 0.1
Total 506 44.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 44.4
Total 506 44.4
Comparable Firms State AUM ($BB)
Mount Murray Investment Inc
0.0
Hudson View Advisors LLC
NY 0.0
NorthStar Financial Advisors LLC
NY 0.0
Ancora West Advisors LLC
NV 0.0
API Financial Advisors LLC
FL 0.0
Target Rock Wealth Management LLC
NY 0.0
Wealthpro LLC
NY 0.0
MINT Asset Management LLC
NJ 0.0
Alexander Beard USA Inc
0.0
MW Investment Strategy
CA 0.0
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