Kane Investment Management, Inc.
Los Gatos, California
5.0
1 Review
Kane Investment Management, Inc., a small investment advisory firm based out of Los Gatos, CA, has built a strong reputation in the financial industry. With over 140 individual clients, they oversee a substantial portfolio, managing assets worth more than $118,226,000. Their expertise lies in employer 401Ks and individual investments, constituting around half of their total assets under management. As a testament to their skill and dedication, Kane Investment Management, Inc. handles all their clients' assets on a discretionary basis, ensuring optimal decision-making. The firm's compensation structure includes various types of fe...
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Assets Under Mgmt

$118.23M

Investment Professionals

4

Locations

0

% 401K & Individual

44%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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