Kobo Wealth Conservancy

Kobo Wealth Conservancy (CRD# 143654) is a financial advisory firm headquartered in Honolulu, HI. They manage $91,735,535 in 91 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,008,083
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
  • 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 J. Borden
CRD#: 4781274
119 Merchant Street, Suite 610, Honolulu, HI 96813
93
Wealthminder
score

Cristopher Borden (CRD# 4781274) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 10 years of experience in the finance industry.

2
George Roberts
CRD#: 5475015
119 Merchant Street, Suite 610, Honolulu, HI 96813
93
Wealthminder
score

George Roberts (CRD# 5475015) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 8 years of experience in the finance industry.

3
Gregory D. Van Wyk
CRD#: 4603281
219 W. Carrillo Street, 2nd Floor, Santa Barbara, CA 93101
93
Wealthminder
score

Gregory Van Wyk (CRD# 4603281) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Santa Barbara, CA and has over 14 years of experience in the finance industry.

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