Overview
Assets Under Management: $202 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 4
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.15
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 986
Discretionary Accounts: 821
Non-Discretionary Accounts: 165
Regulatory Filings
CRD Number: 288314
Filing ID: 2010409
Last Filing Date: 2025-08-22 11:05:00
Website: https://kananiadvisorygroup.com