Reese Rifredi
Kane Investment Management · Los Gatos, California
Reese Rifredi is a fee-only financial advisor at Kane Investment Management in Los Gatos, California. Kane Investment Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Kane Investment Management |
|---|---|
| Based in | Los Gatos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $240.5M across 478 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7867565 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.kaneinvestment.com |
How Reese's firm compares
- Kane Investment Management's average account is about $503,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Reese
Is Reese Rifredi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reese holds no broker registration, and Kane Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reese charge for financial advice?
Reese's firm, Kane Investment Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Reese Rifredi based?
Reese Rifredi is based in Los Gatos, California.
Is Reese Rifredi registered with the SEC?
Yes. Reese Rifredi is registered as an investment adviser representative in CA (CRD 7867565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kane Investment Management manage?
Kane Investment Management reports $240.5M across 478 accounts in assets under management.
How do I contact Reese Rifredi?
Through Reese's website, www.kaneinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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