Ckw Financial Group, LLC

Ckw Financial Group, LLC (CRD# 152116) is a financial advisory firm headquartered in Honolulu, HI. They manage $954,000,000 in 349 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    954
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $2,733,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Ckw Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ronald C. Wo
CRD#: 4484670
1003 Bishop Street, Suite 1950, Honolulu, HI 96813
93
Wealthminder
score

Ronald Wo (CRD# 4484670) is an Investment Advisor Representative working at Ckw Financial Group, LLC in Honolulu, HI and has over 14 years of experience in the finance industry.

2
Lynne R. Kinney
CRD#: 2335935
1003 Bishop Street, Suite 1950, Honolulu, HI 96813
83
Wealthminder
score

Lynne Kinney (CRD# 2335935) is an Investment Advisor Representative working at Ckw Financial Group, LLC in Honolulu, HI and has over 23 years of experience in the finance industry.

3
Carl E. Choy
CRD#: 1049918
1003 Bishop Street, Suite 1950, Honolulu, HI 96813
63
Wealthminder
score

Carl Choy (CRD# 1049918) is an Investment Advisor Representative working at Ckw Financial Group, LLC in Honolulu, HI and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.