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CKW Financial Group, LLC

Headquartered in HONOLULU, HI

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Firm Information

CKW Financial Group, LLC is an investment advisor registered with the SEC based in HONOLULU, HI. The firm manages $1,969,795,561 in regulatory assets under management for 1,470 clients. The firm provides a range of services including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. CKW Financial Group, LLC primarily serves individuals, corporations, charitable organizations, pension and profit-sharing plans, and high net worth individuals. The firm also participates in wrap fee programs.

CKW Financial Group, LLC

1003 BISHOP STREET

HONOLULU, HI 96813

$1.97B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CKW FINANCIAL GROUP, LLC has a total of 1 branch locations across the country.
location

HONOLULU, HI

Advisors at CKW Financial Group, LLC

View All 3 Advisors
Unclaimed
Carl Edward Choy

RA

HONOLULU, HI

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Lynne Renee Kinney

RA

HONOLULU, HI

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Ronald Ching Wo

RA

HONOLULU, HI

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Disclosures

There are no public disclosures for CKW Financial Group, LLC.

Frequently Asked Questions (6)

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