Kanan Advisors

EST. AUM
$50,968,578

CONTACTS

CLIENT ACCOUNTS
170

Firm Details

Metro area Los Angeles
CRD Number 337890
Website kananadvisors.com
Client types

Overview

Kanan Advisors, LLC is a California-based registered investment adviser founded in 2025. The firm provides fee-only investment advisory and financial planning services to individuals, high-net-worth individuals, retirement plans, and businesses. Kanan develops customized investment policies and portfolio strategies based on each client's financial objectives, risk tolerance, tax considerations, and long-term goals. In addition to discretionary investment management, the firm offers financial planning, retirement plan consulting, retirement plan management, and business planning services. Kanan also coordinates with third-party professionals such as attorneys, accountants, tax advisors, and insurance professionals when appropriate but does not receive compensation for those referrals. Where suitable, the firm may engage independent investment managers while continuing to oversee portfolio suitability and monitor investment strategies on behalf of clients. The firm operates as a fee-only adviser, meaning it is compensated solely by advisory fees paid by its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kanan Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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