$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- North
- Established Date
- 08-03-2015
- Office Locations
- 1
Office Locations
-- Portland OR
About Kawasaki Financial, LLC
Kawasaki Financial, LLC is a Portland, OR boutique advisory led by a CFP and CPA, delivering fee-for-service, highly customized financial planning with periodic reassessments as client needs change. Investment implementation focuses on active asset allocation and risk management, often using ETFs and fixed income (including municipals and investment-grade bonds), with insurance planning support.
Team overview
57 AVG AGE
$7.5M AVG AUM / ADVISOR
$7.5M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Beacon element
Investment Themes
Optima Vital momentum Vector
Investment Vehicles
Vector
Services
Fusion Legacy eagle Beacon
Technology
Wave
Owner & Executives
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Unlock allContacts
CURTIS KOZO KAWASAKI
Financial Planning Advisor
- CRD
- #6417850
(801) 729-3901
oak.meridian@glaciercapital.com
in linkedin.com/in/vital-timber
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,500,000
Equity - Exchange:
30.6% Cash:
8.3% Corporate - Investment Grade:
8.5% Municipal Bonds:
31.7% U.S. Government/Agency:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $411,948,548 | 30.6% |
| Cash | $111,737,678 | 8.3% |
| Corporate - Investment Grade | $114,430,152 | 8.5% |
| Municipal Bonds | $426,757,156 | 31.7% |
| U.S. Government/Agency | $281,363,550 | 20.9% |
| Total | $1,346,237,084 | 100.0% |