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Kanen Wealth Management LLC
SEC-regulated
Registered investment advisor
Kanen Wealth Management LLC, founded by David L. Kanen in Coconut Creek, Florida, specializes in providing optimal wealth management services to clients. Mr. Kanen has over 28 years of experience in the financial services industry, focusing on portfolio management for retail, institutional, and corporate clients. The firm requires its advisors to have a 4-year college degree, 2 years of relevant work experience in the securities industry, and to have passed the appropriate state advisory exams.
For clients interested in working with Kanen Wealth Management, the minimum initial investment or account size is not explicitly stated in the brochure. The fee structure is not detailed in the brochure supplement. However, it is noted that David L. Kanen is a fiduciary, acting in the best interests of clients. Clients have the option to contact Mr. Kanen for questions regarding the firm's supervisory procedures.
The firm's investment philosophy and strategies are not extensively outlined in the brochure supplement. Clients seeking more information about the firm's approach may need to engage directly with Kanen Wealth Management for a comprehensive understanding of their investment strategies and methods of analysis.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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