K
$193.0K Total AUM
$193.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
-- Cupertino CA
About Kanaka Strategies
Kanaka Strategies is a Cupertino-based RIA. The firm has been operating for 17 years. Managing $193.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$193.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Vehicles
Available
Services
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Owner & Executives
A
ANIL VASANT GODBOLE
Owner
- CRD
- #5612765
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $193,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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