Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > hawaii > honolulu > KOBO WEALTH CONSERVANCY
KOBO WEALTH CONSERVANCY
1003 Bishop Street Suite 1820
Honolulu, Hawaii 96813
Tel: 808-546-1001
About KOBO WEALTH CONSERVANCY
KOBO WEALTH CONSERVANCY, formally registered with the SEC as KOBO WEALTH CONSERVANCY. The firm was established in 05/15/2009. They have over 1 offices throughout the country.
KOBO WEALTH CONSERVANCY is a Honolulu, Hawaii based Financial Planning firm with nearly $155,424,548 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143654 |
| SEC# | 801-70128 |
| Assets Managed by Firm | $155,424,548 |
| No. of Clients | 292 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $155,424,548 |
| Individuals (other than high net worth individuals) | 72 | $17,175,625 |
| High net worth individuals | 30 | $115,835,580 |
| Pension and profit sharing plans | 8 | $17,685,009 |
| Charitable organizations | 5 | $4,728,334 |
More Retirement Planning firms in Honolulu, Hawaii:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,969,795,561 | 1470 | 7 | |
| $1,115,051,000 | 25 | 34 | |
| $1,005,642,475 | 1401 | 19 | |
| $626,685,758 | 6 | 35 | |
| $609,369,860 | 830 | 9 |
Explore More Retirement Advisors in Honolulu, Hawaii