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Daniel Alan Kane

Carderock Capital Management, Inc.

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About Daniel Alan Kane

Daniel Kane is a registered Investment Advisor Representative with Carderock Capital Management, Inc. in CHEVY CHASE, MD. Daniel has been in the industry since December 2002. Daniel is a Chartered Financial Analyst. Daniel has passed the Series 65 exam. Daniel has a current registration with the state of Maryland.

Firm Information

Daniel Kane is currently registered with Carderock Capital Management, Inc.. Carderock Capital Management, Inc. is a registered investment advisor located in Chevy Chase, MD. The firm manages approximately $665,854,051 in assets and provides portfolio management services for individuals, businesses, and charitable organizations.
Carderock Capital Management, Inc.

2 WISCONSIN CIRCLE, SUITE 600

CHEVY CHASE, MD 20815-7020

$665.85M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Kane’s Registration & Firm History

MD

01/01/2002 - Present

Carderock Capital Management, Inc. (CHEVY CHASE MD)

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Licenses & Designations

IA

Issued 04/26/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Alan Kane.
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