Investment adviser · CRD 109852

KASANOW & ASSOCIATES: LIFE PLANNING & WEALTH MANAGEMENT

Investment adviser filing (IA)

KASANOW HARRY GERSON

· Form ADV filed May 24, 2012

Regulatory AUM
$53.2M
Form ADV · Item 5.F
Client accounts
357
Accounts, not individual clients
Advisory professionals
0
Investment advisory functions

Not available in this filing: Employees.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

CRD 109852

Filing source

Form ADV 649182 · May 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.