Investment adviser · CRD 128080
KLANE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
KLANE WEALTH MANAGEMENT,LLC
ST. PAUL, MN, United States · Form ADV filed Mar 28, 2012
- Regulatory AUM
- $44.6M Form ADV · Item 5.F
- Client accounts
- 102 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Mar 28, 2012. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
6 WEST FIFTH STREET, SUITE 600ST. PAUL, MN, 55102, United States
CRD 128080
Filing source
Form ADV 620516 · Mar 28, 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.