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KANANI ADVISORY GROUP INC.
CRD 288314 · SEC 801-125845
16440 BAKE PARKWAY, SUITE 150, IRVINE, CA, 92618, United States
Phone
(949) 502-7001
Fax
(949) 502-7006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.2M
Discretionary AUM
$261.8M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 533 | $178.2M |
| High net worth individuals | 56 | $103.2M |
| Pension/profit sharing plans | 8 | $6.5M |
| Corporations/business entities | 1 | $238K |
States served
AZ, CA, CO, GA, IN, KY, NY, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD