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KENAI INVESTMENTS, INC.
CRD 125974
2700 S WESTERN ST., SUITE 900, AMARILLO, TX, 79109, United States
Phone
806-359-3100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.4M
Discretionary AUM
$62.4M
Team
1 total employees; 1 advisory reps; 134 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-07-28
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $25.0M |
| High net worth individuals | 17 | $37.4M |
All web addresses on file
Official SEC filing: View on IAPD