Kobo Wealth Conservancy
Kobo Wealth Conservancy (CRD# 143654) is a financial advisory firm headquartered in Honolulu, HI. They manage $136,912,054 in 273 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management137MILLION
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Total Number of Accounts273ACCOUNTS
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Average Account Value$501,509
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, HI, IL, TX
Cristopher Borden (CRD# 4781274) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 17 years of experience in the finance industry.
Steven Connell (CRD# 1096568) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 14 years of experience in the finance industry.
Benny Tran (CRD# 7177019) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 4 years of experience in the finance industry.