Overview
Assets Under Management: $2.0 billion
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 277
Average Client Assets: $2 million
Frequently Asked Questions
CKW FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152116), CKW FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CKW FINANCIAL GROUP, LLC is headquartered in HONOLULU, HI.
CKW FINANCIAL GROUP, LLC serves 277 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, CKW FINANCIAL GROUP, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CKW FINANCIAL GROUP, LLC manages $2.0 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, CKW FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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