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Navid Nmn Kanani

Kanani Advisory Group Inc.

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About Navid Nmn Kanani

Navid Kanani is a registered investment advisor with Kanani Advisory Group Inc. Navid Kanani has been working in the financial industry since 2000, and has experience with a wide range of financial institutions. Navid Kanani holds Series 6, 7, 63, and 65 licenses and is also a licensed insurance agent. Navid Kanani specializes in providing financial planning, educational seminars, and selection of other advisors to clients. Navid Kanani also provides portfolio management for businesses and individuals.

Firm Information

Navid Kanani 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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Navid Kanani’s Registration & Firm History

CA

12/15/2020 - Present

Kanani Advisory Group Inc. (IRVINE CA)

CA

03/05/2018 - 09/03/2021

MADISON AVENUE SECURITIES, LLC (Irvine CA)

CA

04/27/2012 - 03/06/2018

G.F. INVESTMENT SERVICES, LLC (IRVINE CA)

CA

07/10/2007 - 04/25/2012

EDI FINANCIAL, INC. (IRVINE CA)

CO

02/26/2002 - 07/10/2007

THE LEADERS GROUP, INC. (LITTLETON CO)

NE

03/26/2001 - 03/01/2002

SECURITIES AMERICA, INC. (LAVISTA NE)

CT

02/28/2000 - 03/29/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

DE

05/11/1998 - 03/03/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NJ

02/25/1986 - 05/08/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NA

11/18/1985 - 01/28/1986

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 08/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Navid Nmn Kanani. Review regulatory record here.
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