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KANEN WEALTH MANAGEMENT LLC
Investment Advice|COCONUT CREEK, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$340.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 337.2M |
| Non-Discretionary | 3.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 282746 |
| SEC Number | 801-116998 |
| Street Address | 6810 LYONS TECHNOLOGY CIRCLE |
| Street Address 2 | SUITE 160 |
| Location | COCONUT CREEK, FL 33073 |
| Country | United States |
| Phone | 631-863-3100 |
| Fax | 631-863-3103 |
| Total Employees | 5 |
Client Count by Type (251 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 144 |
| High Net Worth Individual… | 101 |
| Charitable Organizations | 3 |
| Pooled Investment Vehicle… | 2 |
| Investment Companies | 1 |
County data not available for this organization.