Thomas
Kahn

Kahn Brothers Advisors LLC

CRD#263171
Investment Advisor
in New York, NY
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About this Advisor

Thomas Kahn is a financial advisor whose office is in New York, New York. Currently an advisor at Kahn Brothers Advisors LLC, Kahn has 11 years of work experience. Kahn holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Kahn is registered to work with investors in Texas. Kahn has gained experience at Kahn Brothers Advisors LLC and Kahn Brothers LLC. Kahn Brothers Advisors LLC is based out of New York, New York. As a company, Kahn Brothers Advisors LLC oversees $716 million in assets across 497 client accounts and retains eight staff members. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the country. The firm manages 477 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 497 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Kahn Brothers Advisors LLC can offer portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

555 Madison Ave
New York, NY 10022

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Kahn Brothers Advisors LLC Brokerage Details

Total Assets Under Management

$715,599,350

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

8

NY Average: 88
Total Number of Accounts

497

NY Average: 3,892
Average Account Size

$1,439,838

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Thomas Kahn Work History

Thomas has 11 years of experience.

2015 - Present (4 years)

Kahn Brothers LLC

2015 - Present (4 years)

Kahn Brothers Advisors LLC

2007 - Present (12 years)

Kahn Brothers Advisors LLC

2007 - Present (12 years)

Kahn Brothers LLC

Disclosures

Thomas Kahn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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