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David Bennett Kahn

KAHN FINANCIAL GROUP, INC.·CLEARWATER, Florida
CFPSeries 51Series 24Series 31Series 7Series 6Series 65Series 63SIELicensed in 21 states
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1700 MCMULLEN BOOTH RD., CLEARWATER, FL 33759-2130CRD# 2348498Firm CRD# 134802
01

About

David Bennett Kahn is a registered financial advisor based in CLEARWATER, Florida, affiliated with KAHN FINANCIAL GROUP, 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
KAHN FINANCIAL GROUP, INC.
KAHN FINANCIAL GROUP
AUM
$93M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KAHN FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2348498
Firm CRD# 134802
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bennett Kahn offer?
David Bennett Kahn specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
What are David Bennett Kahn's credentials?
David Bennett Kahn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Bennett Kahn located?
David Bennett Kahn is based in CLEARWATER, Florida, working with KAHN FINANCIAL GROUP, INC.. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does David Bennett Kahn charge for services?
David Bennett Kahn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAHN FINANCIAL GROUP, INC.?
KAHN FINANCIAL GROUP, INC. has approximately 2 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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