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Building 2KONDO WEALTH ADVISORS, INC

Map pinPASADENA, CA
Phone626-449-7783
NotebookSEC #801-96308
Total AUM
$365.1M
Employees
8
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
921 EAST GREEN STREET
PASADENA
CA 91106
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
626-449-7783
Other Offices
1

ReceiptFinancials

Total AUM
$365.1M
Accounts
1,113
Discretionary
$365.1M
Accounts
1,113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$97.2M
HNW Individual Clients
119
AUM
$259.5M
Charitable Organization Clients
1
AUM
$2.8M
Corporation or Business Clients
1
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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