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CKW FINANCIAL GROUP, LLC

1003 Bishop Street
Suite 1950
Honolulu, Hawaii 96813
Tel: 808-629-7600

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About CKW FINANCIAL GROUP, LLC

CKW FINANCIAL GROUP, LLC, formally registered with the SEC as CKW FINANCIAL GROUP, LLC. The firm was established in 11/13/2009. They have over 1 offices throughout the country.

CKW FINANCIAL GROUP, LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $1,661,270,510 assets under management, offering retirement planning & investment advisory services to 1587 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#152116
SEC# 801-70788
Assets Managed by Firm $1,661,270,510
No. of Clients 1587
No. of Advisors 9

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1587$1,661,270,510
Individuals (other than high net worth individuals)296$75,283,152
High net worth individuals225$440,083,025
Pension and profit sharing plans27$921,248,850
Charitable organizations29$42,843,638
Corporations or other businesses43$181,811,845
Inquire with CKW FINANCIAL GROUP, LLC

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