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CKW FINANCIAL GROUP, LLC
CRD 152116 · SEC 801-70788
1003 BISHOP STREET, SUITE 1950, HONOLULU, HI, 96813, United States
Phone
808-629-7600
Fax
808-675-5400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.53B
Discretionary AUM
$1.32B
Team
7 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $64.8M |
| High net worth individuals | 295 | $725.6M |
| Pension/profit sharing plans | 28 | $1.38B |
| Charitable organizations | 26 | $85.5M |
| Corporations/business entities | 53 | $270.1M |
States served
AZ, CA, CO, NV, OR, UT, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD