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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Kanso Capital
Kanso Capital is a Kirkland, WA-based, fee-only fiduciary advisor helping clients pursue financial independence through straightforward financial planning and ongoing support. The practice emphasizes asset allocation and risk management, using vehicles such as ETFs and mutual funds. It seeks to limit conflicts by being compensated directly by clients and provides a clear fee structure upfront; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Reid Satoru Sakata Kitagawa
Independent Financial Advisor, Owner
- CRD
- #6206066
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,115,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,115,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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