Overview
Assets Under Management: $202 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 31
Average Client Assets: $2 million
Frequently Asked Questions
KANANI ADVISORY GROUP INC. 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 #288314), KANANI ADVISORY GROUP INC. is subject to fiduciary duty under federal law.
KANANI ADVISORY GROUP INC. is headquartered in IRVINE, CA.
KANANI ADVISORY GROUP INC. serves 31 high-net-worth clients according to their SEC filing dated August 22, 2025. View client details ↓
According to their SEC Form ADV, KANANI ADVISORY GROUP INC. offers financial planning, selection of other advisors, and educational seminars and workshops. View all service details ↓
KANANI ADVISORY GROUP INC. manages $202 million in client assets according to their SEC filing dated August 22, 2025.
Services Offered
Services: Financial Planning, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.64
Average High-Net-Worth Client Assets: $2 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