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KAHN FINANCIAL GROUP
KAHN FINANCIAL GROUP, INC.
CRD 134802 · SEC 801-121222
1700 MCMULLEN BOOTH RD., SUITE A-5, CLEARWATER, FL, 33759-2130, United States
Phone
727-797-5551
Fax
727-797-5881
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $63.4M |
| High net worth individuals | 44 | $59.0M |
| Corporations/business entities | 1 | $263K |
States served
TX, FL
Official SEC filing: View on IAPD