Overview
Assets Under Management: $155 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 292
Discretionary Accounts: 270
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 143654
Last Filing Date: 2025-02-11 00:00:00
Website: https://kobowealth.com