Sarah
Kane

Ameraudi Asset Management, Inc

CRD#6738978
Investment Advisor
in New York, NY

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About this Advisor

Sarah Kane is a financial advisor working out of New York, New York with a total of 4 years of industry experience. Kane works at Ameraudi Asset Management, Inc. Throughout their career, Kane has worked at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Standard And Poors, University Of The Pacific Cwhp, Interaudi Bank, Hfz Capital Group, Travel/Unemployed, Bee Tutored, Beelee Consulting, Bolton Global Capital/Interaudi Bank and Ameraudi Asset Management Inc. Kane maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, New York and Texas. Ameraudi Asset Management, Inc is a registered investment business that has its headquarters in New York, NY. The company has a total of 12 people on staff. It has $1 billion in total assets among its 970 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves two charities and foundations. Of its 970 customer accounts, 100% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Ameraudi Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

19 East 54Th Street
New York, NY 10022

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Ameraudi Asset Management, Inc Brokerage Details

Total Assets Under Management

$1,165,360,727

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

970

NY Average: 3,892
Average Account Size

$1,201,403

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Sarah Kane Work History

Sarah has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Beelee Consulting

2018 - Present (6 years)

Ameraudi Asset Management Inc

2018 - 2021 (3 years)

Bolton Global Capital/Interaudi Bank

2017 - 2017 (< 1 year)

Bee Tutored

2016 - 2018 (2 years)

Jpmorgan Chase Bank Na

2016 - 2018 (2 years)

Jpmorgan Securities LLC

2016 - 2016 (< 1 year)

Standard And Poors

2016 - 2016 (< 1 year)

Travel/Unemployed

2013 - 2015 (2 years)

Interaudi Bank

2012 - 2016 (4 years)

University Of The Pacific Cwhp

2012 - 2013 (1 year)

Hfz Capital Group

*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 Sarah 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 Ameraudi Asset Management, Inc

Joao Viscardo
New York, NY
Sarah Kane
New York, NY
Pablo Jimenez
New York, NY
George Audi
New York, NY
Michael O'Shaughnessy
New York, NY

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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