Be advised. This firm is no longer registered.

Channel Islands Group

Channel Islands Group (CRD# 168868) is a financial advisory firm headquartered in Covington, KY. They manage $224,443,538 in 779 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    779
    ACCOUNTS
  • Average Account Value
    $288,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KY, TX

Financial Advisors at Channel Islands Group
No Advisor Found.
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