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Home > Retirement Planners > hawaii > honolulu > CKW FINANCIAL GROUP, LLC
CKW FINANCIAL GROUP, LLC
1003 Bishop Street
Suite 1950
Honolulu, Hawaii 96813
Tel: 808-629-7600
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 $1,969,795,561 assets under management, offering retirement planning & investment advisory services to 1470 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152116 |
| SEC# | 801-70788 |
| Assets Managed by Firm | $1,969,795,561 |
| No. of Clients | 1470 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1470 | $1,969,795,561 |
| Individuals (other than high net worth individuals) | 272 | $74,908,526 |
| High net worth individuals | 246 | $554,172,805 |
| Pension and profit sharing plans | 28 | $1,077,993,546 |
| Charitable organizations | 22 | $50,923,297 |
| Corporations or other businesses | 46 | $211,797,387 |
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|---|---|---|---|
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| $626,685,758 | 6 | 35 | |
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