Overview
Assets Under Management: $192 million
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 168439
Last Filing Date: 2025-01-23 00:00:00
Website: https://kokuacap.com