CKW FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2009

Total AUM

$2.5B

Discretionary

$1.3B

52% of AUM

Avg account

$1.6M

Accounts

1,600

Employees

Advisory reps

Firm details

Headquarters: HONOLULU, Hawaii
CRD number: 152116
Registered since: November 13, 2009
Website: www.ckwhawaii.com
Custodians: FIRST HAWAIIAN BANK, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans54.64%
HNWI28.72%
Corporations / Businesses10.69%
Charitable Organizations3.38%
Individuals2.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CKW Financial Group, LLC operates as an independent registered investment advisor organized as an LLC and registered with the SEC since 2009. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-assets and fixed fees. Its advisory scope covers comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. CKW is not identified as an active ESG investor and is organized under individual ownership.