Julia
Kane
William Blair
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About this Advisor
Julia Kane is a financial advisor operating in Chicago, Illinois. Kane is on the advisory team at William Blair. Their career trajectory has included roles at Sei Investments, University Of Delaware, Kpmg, Smart, Devine & Company, LLC, Shop No. 109, Brown Brothers Harriman and William Blair. Kane maintains Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. William Blair is an advisory business that has its headquarters in Chicago, IL. The investment advisory business has offices in 10 locations and a total of 345 financial advisors. It manages $42 billion in assets among its 44,686 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 39 charitable organizations. Of its 44,686 customer accounts, 32% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of financial services offered. However, fees billed by William Blair likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Blair Brokerage Details
$41,721,600,830
345
44,686
$933,662
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Julia Kane Work History
Julia has been registered as a financial advisor for 0 years.*
William Blair
Brown Brothers Harriman
Sei Investments
Sei Investments
Sei Investments
Kpmg
Shop No. 109
Smart, Devine & Company, LLC
University Of Delaware
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Kane 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 William Blair & Company L.L.C
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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