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KANE FINANCIAL
KANE FINANCIAL, LLC
CRD 291231 · SEC 801-122385
151 WEST MAIN STREET, WATERVILLE, NY, 13480, United States
Phone
(315) 801-9028
Fax
(315) 801-9028
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$75.2M
Discretionary AUM
$74.3M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $49.7M |
| High net worth individuals | 20 | $23.9M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD