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David Lawrence Kanen

KANEN WEALTH MANAGEMENT LLC·COCONUT CREEK, Florida
KANEN WEALTH MANAGEMENT LLC
6810 LYONS TECHNOLOGY CIRCLE, COCONUT CREEK, FL 33073CRD# 1807794Firm CRD# 282746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lawrence Kanen · COCONUT CREEK, FL
Registration
CRD #1807794 · KANEN WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Lawrence Kanen is a registered financial advisor based in COCONUT CREEK, Florida, affiliated with KANEN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KANEN WEALTH MANAGEMENT LLC
KANEN WEALTH MANAGEMENT LLC
AUM
$292M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KANEN WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1807794
Firm CRD# 282746
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lawrence Kanen offer?
David Lawrence Kanen specializes in Investment Management, Retirement Planning. Contact their office in COCONUT CREEK, Florida for a consultation.
What are David Lawrence Kanen's credentials?
David Lawrence Kanen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lawrence Kanen located?
David Lawrence Kanen is based in COCONUT CREEK, Florida, working with KANEN WEALTH MANAGEMENT LLC. Their office serves clients in the COCONUT CREEK metropolitan area and surrounding communities.
How does David Lawrence Kanen charge for services?
David Lawrence Kanen'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 KANEN WEALTH MANAGEMENT LLC?
KANEN WEALTH MANAGEMENT LLC has approximately 5 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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