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Kahn Financial Group, Inc.

● SEC registered since 2021CRD 134802SEC# 801-121222Clearwater, FL
Export (members)
Reg. AUM
$101.8M
Employees
2
Accounts
398
Location
Clearwater, FL

Kahn Financial Group, Inc. assets under management

Kahn Financial Group, Inc. operates as an SEC-registered investment adviser based in Clearwater, FL. The firm has been registered since 2021. It reports $101.8 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Kahn Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Bennett Kahn ControlPresident/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Kahn Financial Group, Inc. manage?

Kahn Financial Group, Inc. reports $101.8 million in regulatory assets under management on its Form ADV.

How many employees does Kahn Financial Group, Inc. have?

Kahn Financial Group, Inc. reports 2 employees.

Where is Kahn Financial Group, Inc. located?

Kahn Financial Group, Inc. is based in Clearwater, FL and has been SEC-registered since 2021.

Does Kahn Financial Group, Inc. disclose fund performance?

Kahn Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1700 McMullen Booth Rd., Suite A-5, Clearwater, FL 33759-2130
Phone727-797-5551
Fax727-797-5881
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$101.8M
Total (RAUM)$101.8M