KONDO WEALTH ADVISORS, INC

921 East Green Street
Pasadena, California 91106
Tel: 626-449-7783

About KONDO WEALTH ADVISORS, INC

KONDO WEALTH ADVISORS, INC, formally registered with the SEC as KONDO WEALTH ADVISORS, INC. The firm was established in 05/20/2015. They have over 2 offices throughout the country.

KONDO WEALTH ADVISORS, INC is a Pasadena, California based Financial Planning firm with nearly $263,809,037 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175347
SEC#	801-96308
Assets Managed by Firm	$263,809,037
No. of Clients	1115
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1115	$263,809,037
Individuals (other than high net worth individuals)	283	$78,004,488
High net worth individuals	114	$180,100,955
Charitable organizations	2	$865,677
Corporations or other businesses	5	$4,837,917

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