Kanani Advisory Group Inc.

Kanani Advisory Group Inc. (CRD# 288314) is a financial advisory firm headquartered in Irvine, CA. They manage $160,206,988 in 1,016 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
16510 Bake Parkway, Suite 100, Irvine, CA 92618
https://kananiadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    1,016
    ACCOUNTS
  • Average Account Value
    $157,684
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IN, KY, NE, NH, TX

Financial Advisors at Kanani Advisory Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Navid Kanani, financial advisor Irvine CA
Navid N. Kanani
CRD#: 1421227
16510 Bake Parkway, Suite 100, Irvine, CA 92618

Navid Kanani (CRD# 1421227) is an Investment Advisor Representative working at Kanani Advisory Group Inc. in Irvine, CA and has over 38 years of experience in the finance industry.

2
Neda Kanani, financial advisor Irvine CA
Neda Kanani
CRD#: 6923837
16510 Bake Parkway, Suite 100, Irvine, CA 92618

Neda Kanani (CRD# 6923837) is an Investment Advisor Representative working at Kanani Advisory Group Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

3
Leila Parvaneh, financial advisor Irvine CA
Leila Parvaneh
CRD#: 7154419
16510 Bake Parkway, Suite 100, Irvine, CA 92618

Leila Parvaneh (CRD# 7154419) is an Investment Advisor Representative working at Kanani Advisory Group Inc. in Irvine, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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