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KANANI ADVISORY GROUP INC.
16440 Bake Parkway
Suite 150
Irvine, California 92618
Tel: (949) 502-7001
About KANANI ADVISORY GROUP INC.
KANANI ADVISORY GROUP INC, formally registered with the SEC as KANANI ADVISORY GROUP INC. The firm was established in 06/27/2022. They have over 1 offices throughout the country.
KANANI ADVISORY GROUP INC. is a Irvine, California based Financial Planning firm with nearly $160,206,988 assets under management, offering retirement planning & investment advisory services to 1016 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288314 |
| SEC# | 801-125845 |
| Assets Managed by Firm | $160,206,988 |
| No. of Clients | 1016 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1016 | $160,206,988 |
| Individuals (other than high net worth individuals) | 384 | $97,153,171 |
| High net worth individuals | 29 | $59,905,247 |
| Pension and profit sharing plans | 5 | $2,931,922 |
| Corporations or other businesses | 1 | $216,648 |
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