1003 Bishop Street
Suite 1950
Honolulu, Hawaii 96813
Tel: 808-629-7600
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.
SEC Current Status | Approved |
Firm CRD# | 152116 |
SEC# | 801-70788 |
Assets Managed by Firm | $1,661,270,510 |
No. of Clients | 1587 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1587 | $1,661,270,510 |
Individuals (other than high net worth individuals) | 296 | $75,283,152 |
High net worth individuals | 225 | $440,083,025 |
Pension and profit sharing plans | 27 | $921,248,850 |
Charitable organizations | 29 | $42,843,638 |
Corporations or other businesses | 43 | $181,811,845 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,146,955,000 | 27 | 30 | |
$931,260,170 | 1374 | 19 | |
$609,870,822 | 6 | 31 | |
$499,614,568 | 9 | 7 | |
$499,178,924 | 735 | 7 |
Explore More Retirement Advisors in Honolulu, Hawaii