KANAKADHARA FINANCIAL ENTERPRISE
Firm details
- Headquarters
- CARNEGIE, Pennsylvania
- CRD number
- 158491
- Website
- www.kanakfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans93.18%
- Individuals6.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kanakadhara Financial Enterprise operates as a limited liability company, focusing on providing financial advisory services primarily to individuals, families, and institutional clients. The firm is classified as a capital allocator and engages in a variety of advisory activities, including portfolio management for both individuals and small businesses, as well as for larger institutions. Additionally, the firm offers pension consulting services and assists in the selection of other advisers. While the firm does not actively pursue ESG investments, it maintains a diverse client base and operates as an insurance broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities88%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
1 of 1KANAK IYER
PresidentCRD 4797973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARNEGIE, PA
ALLEGHENY
Location
CARNEGIE, PA
Headquartered in CARNEGIE, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 323 Wmain St
- Time zone
- ET (UTC-5)
- Office locations
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