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Klahanie Investment LLC

Issaquah, WA

CRD 6920595

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Employer firm

Klahanie Investment LLC CRD 293070

$14.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Klahanie Investment Llc

Issaquah, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-07-17
  • WA RA
    APPROVED
    Since 2018-07-17

Branch Locations

Issaquah, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Klahanie Investment Llc Issaquah WA 07/2018 Present
Unemployed Issaquah WA 07/2016 06/2018
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-21
  • S65 Uniform Investment Adviser Law Examination
    2017-11-21

View on SEC IAPD

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