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Kanani Advisory Group Inc.

Headquartered in IRVINE, CA

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Firm Information

Kanani Advisory Group Inc. is an investment advisor headquartered in IRVINE, CA. The firm manages $160,206,988 in regulatory assets under management, of which $138,677,127 is discretionary. They provide financial planning, educational seminars, and selection of other advisors to individuals, high-net-worth individuals, corporations, and pension plans.

Kanani Advisory Group Inc.

16440 BAKE PARKWAY

IRVINE, CA 92618

$160.21M

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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)

KANANI ADVISORY GROUP INC. has a total of 1 branch locations across the country.
location

IRVINE, CA

Advisors at Kanani Advisory Group Inc.

View All 3 Advisors
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Navid Nmn Kanani

RA

IRVINE, CA

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Neda Kanani

RA

IRVINE, CA

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Max Alan Lepley

RA

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Leila Parvaneh

RA

IRVINE, CA

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Disclosures

There are no public disclosures for Kanani Advisory Group Inc..

Frequently Asked Questions (9)

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