Overview
Assets Under Management: $2.0 billion
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 277
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,470
Discretionary Accounts: 1,421
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 152116
Last Filing Date: 2024-03-29 00:00:00
Website: https://ckwhawaii.com