Kobo Wealth Conservancy

Kobo Wealth Conservancy (CRD# 143654) is a financial advisory firm headquartered in Honolulu, HI. They manage $114,017,227 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
841 Bishop Street Suite 1620, Honolulu, HI 96813
http://www.kobowealth.com
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $651,527
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, IL

Financial Advisors at Kobo Wealth Conservancy
Showing 1 - 3 of 3 top financial advisors.
1
Cristopher Borden, financial advisor Honolulu HI
Cristopher J. Borden
CRD#: 4781274
841 Bishop Street Suite 1620, Honolulu, HI 96813

Cristopher Borden (CRD# 4781274) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 14 years of experience in the finance industry.

2
Steven Connell, financial advisor Honolulu HI
Steven E. Connell
CRD#: 1096568
841 Bishop Street Suite 1620, Honolulu, HI 96813

Steven Connell (CRD# 1096568) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 11 years of experience in the finance industry.

3
Benny Tran, financial advisor Honolulu HI
Benny Tran
CRD#: 7177019
841 Bishop Street Suite 1620, Honolulu, HI 96813

Benny Tran (CRD# 7177019) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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