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Ckw Financial Group, LLC

● SEC registered since 2009CRD 152116SEC# 801-70788Honolulu, HI
Export (members)
Reg. AUM
$2.21B
Employees
7
Accounts
1,478
Location
Honolulu, HI

Ckw Financial Group, LLC assets under management

Ckw Financial Group, LLC is an SEC-registered investment adviser based in Honolulu, HI. The firm has been registered since 2009. It reports $2.2 billion in regulatory assets under management and employs 7 people.
www.ckwhawaii.comView on SEC.gov ↗

Ckw Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Carl Edward Choy ControlManaging Member, Cco50-75%2009
Lynne Renee Kinney ControlManaging Member, Cio25-50%2009
Ronald Ching Wo ControlMemberUnder 5%2009

Frequently asked questions

How much does Ckw Financial Group, LLC manage?

Ckw Financial Group, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Ckw Financial Group, LLC have?

Ckw Financial Group, LLC reports 7 employees.

Where is Ckw Financial Group, LLC located?

Ckw Financial Group, LLC is based in Honolulu, HI and has been SEC-registered since 2009.

Does Ckw Financial Group, LLC disclose fund performance?

Ckw Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1003 Bishop Street, Suite 1950, Honolulu, HI 96813
Phone808-629-7600
Fax808-675-5400
Office hours8:00 a.m. - 3:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1600403
Discloses disciplinary historyNo

Assets under management

Discretionary$1.14B
Non-discretionary$1.06B
Total (RAUM)$2.21B