KOBO WEALTH CONSERVANCY is a Honolulu, Hawaii based financial advisory firm with nearly $155,424,548 in assets under management and provides investment advisory services for 292 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 143654 | |
| SEC#: | 801-70128 | |
| Assets under Management: | $155,424,548 | |
| No. of Clients: | 292 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SHIRAISHI FINANCIAL GROUP ADVISORS | 168645 | 801-107307 | 1110 | 5 | $117,832,162 |
| ROBERT PRISKE, LLC | 108072 | 801-56373 | 479 | 2 | $150,700,000 |
| WEALTHJAR INVESTMENT ADVISORY, LLC | 288484 | 801-110823 | 105 | 9 | $4,403,040 |
| HUMBLE CAPITAL MANAGEMENT LLC | 158115 | 801-130525 | 78 | 2 | $125,508,677 |
| FORT STREET ASSET MANAGEMENT LLC | 305446 | 801-129378 | 60 | 3 | $126,000,000 |
| BLACKSAND CAPITAL MANAGEMENT I, LLC | 163136 | 801-76995 | 2 | 8 | $39,863,177 |