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).

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 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 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
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.

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