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Building 2CKW FINANCIAL GROUP, LLC

Map pinHONOLULU, HI
Phone808-629-7600
NotebookSEC #801-70788
Total AUM
$2.5B
Employees
7
Clients
651

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1003 BISHOP STREET
SUITE 1950
HONOLULU
HI 96813
United States
Operating Hours
8:00 AM - 3:00 PM
Monday - Friday
Phone
808-629-7600
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
1,600
Discretionary
$1.3B
Accounts
1,555
Non-Discretionary
$1.2B
Accounts
45

ContactClients

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Individual Clients
249
AUM
$64.8M
HNW Individual Clients
295
AUM
$725.6M
Pension/Profit Sharing Plan Clients
28
AUM
$1.4B
Charitable Organization Clients
26
AUM
$85.5M
Corporation or Business Clients
53
AUM
$270.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOHINVORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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