Kahn Asset Management, Inc. is a large advisory firm based in Los Angeles. It manages $213.4 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Kahn Asset Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kahn Asset Management, Inc. is $213.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 510% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kahn Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jordan Lindsay Kahn has been acting as President since 1 Apr 2007. Michelle Nicole Meacham joined the executive team most recently as the Chief Compliance Officer.
The principal office where Kahn Asset Management, Inc. performs its advisory services is located at 10866 Wilshire Blvd., Los Angeles, CA 90024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-385-7706 or by fax 310-388-0383. The normal business hours are 6:30am - 4pm on Monday - Friday. You can find more information about the New York firm at kam-advisors.com.