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Kanani Advisory Group Inc.

● SEC registered since 2022CRD 288314SEC# 801-125845Irvine, CA
Export (members)
Reg. AUM
$201.5M
Employees
8
Accounts
986
Location
Irvine, CA

Kanani Advisory Group Inc. assets under management

Kanani Advisory Group Inc. operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2022. It reports $201.5 million in regulatory assets under management and employs 8 people.
www.facebook.com/kananiadvisoryView on SEC.gov ↗

Kanani Advisory Group Inc. owners & executives

1 reported
NameTitleOwnershipSince
Navid Nmn Kanani ControlPresident & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Kanani Advisory Group Inc. manage?

Kanani Advisory Group Inc. reports $201.5 million in regulatory assets under management on its Form ADV.

How many employees does Kanani Advisory Group Inc. have?

Kanani Advisory Group Inc. reports 8 employees.

Where is Kanani Advisory Group Inc. located?

Kanani Advisory Group Inc. is based in Irvine, CA and has been SEC-registered since 2022.

Does Kanani Advisory Group Inc. disclose fund performance?

Kanani Advisory Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16440 Bake Parkway, Suite 150, Irvine, CA 92618
Phone(949) 502-7001
Fax(949) 502-7006
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.8M
Non-discretionary$20.7M
Total (RAUM)$201.5M