Michael
Kahn

Kahn Financial Group

CRD#6374914
Investment Advisor
in Clearwater, FL

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About this Advisor

Michael Kahn is a financial advisor based in Clearwater, Florida, working with Kahn Financial Group. Michael has previously held positions at Kahn Financial Group and Raymond James Financial Services, Inc. Michael has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Kahn Financial Group, which operates out of Clearwater, Florida. The firm has 2 employees and manages assets totaling $92.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Kahn Financial Group includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1700 Mcmullen Booth Rd. Suite A-5
Clearwater, FL 33759-2130

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Kahn Financial Group Brokerage Details

Total Assets Under Management

$92,774,530

FL Average: $1,855,561,029
Total Number of Employees

2

FL Average: 62
Total Number of Accounts

382

FL Average: 2,474
Average Account Size

$242,865

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Kahn Work History

2018 - Present (6 years)

Kahn Financial Group

2018 - Present (6 years)

Kahn Financial Group

2017 - Present (7 years)

Raymond James Financial Services, Inc

2014 - Present (10 years)

Kahn Financial Group

Disclosures

Please visit the SEC profile of Michael Kahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kahn Financial Group

Michael Kahn
Clearwater, FL
Michael Carey
Clearwater, FL
David Kahn
Clearwater, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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