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Max Alan Lepley

Kanani Advisory Group Inc.

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About Max Alan Lepley

Max Alan Lepley is an investment advisor representative who is currently registered with Kanani Advisory Group Inc. in Irvine, California. Max has been in the industry for several years and has experience working with individuals, corporations, and pension and profit-sharing plans. Max is dedicated to providing personalized financial advice and helping clients reach their financial goals. Max holds Series 63 and 66 securities licenses.

Firm Information

Max Lepley is currently registered with Kanani Advisory Group Inc.. 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.

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Max Lepley’s Registration & Firm History

CA

10/17/2024 - Present

Kanani Advisory Group Inc. (IRVINE CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Max Alan Lepley.
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