AdvisorOS Directory
Claim Profile
DK

Dennis Kane

KANE INVESTMENT MANAGEMENT, INC.·LOS GATOS, California
Unclaimed Profile
15466 LOS GATOS BLVD., LOS GATOS, CA 95032CRD# 2087948Firm CRD# 127337
01

About

Dennis Kane is a registered financial advisor based in LOS GATOS, California, affiliated with KANE INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KANE INVESTMENT MANAGEMENT, INC.
KANE INVESTMENT MANAGEMENT, INC.
AUM
$130M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at KANE INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2087948
Firm CRD# 127337
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOS GATOS?

Browse all registered financial advisors in LOS GATOS, California or claim this profile if it's yours.

Browse LOS GATOS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dennis Kane offer?
Dennis Kane specializes in Financial Planning, Investment Management. Contact their office in LOS GATOS, California for a consultation.
What are Dennis Kane's credentials?
Dennis Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Kane located?
Dennis Kane is based in LOS GATOS, California, working with KANE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Dennis Kane charge for services?
Dennis Kane's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KANE INVESTMENT MANAGEMENT, INC.?
KANE INVESTMENT MANAGEMENT, INC. has approximately 9 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOS GATOS
Richard Evan Baer — LEGACY CAPITAL GROUP CALIFORNIA, INC.Brent Charles Bunger — LEGACY CAPITAL GROUP CALIFORNIA, INC.Andrew Michael Baugh — LEGACY CAPITAL GROUP CALIFORNIA, INC.Kim Ann Lawson — LEGACY CAPITAL GROUP CALIFORNIA, INC.Gregory Reed Hardester — COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile