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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MomentumElement
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About Kanani Advisory Group Inc.
Kanani Advisory Group is a holistic financial advisory firm focused on retirement years, serving individuals and families with wealth management, lifetime income and retirement planning, tax planning (including Roth conversions), risk management (life insurance and long-term care alternatives), and legacy planning with attorneys. They use active managers and portfolio stress testing for risk, fees, and performance, and host educational retirement-income seminars. Custody supported via Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALI ARASH HASHEMIAN
Chief Executive Officer, President
- CRD
- #5800048
- Ownership
- 50% but less than 75%
David Kanani
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1421227
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Neda Kanani
Investment Advisor
- CRD
- #6923837
Max Alan Lepley
Financial Advisor, General Partner
- CRD
- #6956791
Oak ridge
Alpha ridge
- CRD
- #47444
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,761,064 | $249,772 |
| Non-Discretionary | $26,396,461 | $173,661 |
| Total | $288,157,525 | $240,131 |
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Separately Managed Accounts
Total SMA Asset: $288,157,525
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $377,418,499 | 34.2% |
| Public Funds | $431,493,079 | 39.1% |
| Cash | $294,651,285 | 26.7% |
| Total | $1,103,562,863 | 100.0% |