KOBO WEALTH CONSERVANCY is a Honolulu, Hawaii based financial advisory firm with nearly $120,032,818 in assets under management and provides investment advisory services for 165 clients. There are currently 2 financial advisors at the firm.
General Information |
| Firm CRD#: | 143654 | |
| SEC#: | 801-70128 | |
| Assets under Management: | $120,032,818 | |
| No. of Clients: | 165 | |
| No. of Advisors: | 2 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MISSION FINANCIAL GROUP, LLC | 311876 | 801-120042 | 486 | 3 | $130,835,566 |
| ROBERT PRISKE, LLC | 108072 | 801-56373 | 465 | 2 | $129,600,000 |
| KOBO WEALTH CONSERVANCY | 143654 | 801-70128 | 165 | 2 | $120,032,818 |
| WEALTHJAR INVESTMENT ADVISORY, LLC | 288484 | 801-110823 | 100 | 7 | $3,260,216 |
| BLACKSAND CAPITAL MANAGEMENT I, LLC | 163136 | 801-76995 | 2 | 7 | $39,647,875 |