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David Bennett Kahn

KAHN FINANCIAL GROUP, INC.·CLEARWATER, Florida
Series 51, Series 24, Series 31, Series 7, Series 6, Series 65, Series 63CFPClean recordKAHN FINANCIAL GROUP, INC.
1700 MCMULLEN BOOTH RD., CLEARWATER, FL 33759-2130CRD# 2348498Firm CRD# 134802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bennett Kahn · CLEARWATER, FL
Registration
CRD #2348498 · KAHN FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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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