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Akemi Kondo Dalvi

KONDO WEALTH ADVISORS, INC·PASADENA, California
Unclaimed Profile
921 EAST GREEN STREET, PASADENA, CA 91106CRD# 5617765Firm CRD# 175347
01

About

Akemi Kondo Dalvi is a registered financial advisor based in PASADENA, California, affiliated with KONDO WEALTH ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KONDO WEALTH ADVISORS, INC
KONDO WEALTH ADVISORS, INC
AUM
$264M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at KONDO WEALTH ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5617765
Firm CRD# 175347
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Akemi Kondo Dalvi offer?
Akemi Kondo Dalvi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Akemi Kondo Dalvi's credentials?
Akemi Kondo Dalvi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Akemi Kondo Dalvi located?
Akemi Kondo Dalvi is based in PASADENA, California, working with KONDO WEALTH ADVISORS, INC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Akemi Kondo Dalvi charge for services?
Akemi Kondo Dalvi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KONDO WEALTH ADVISORS, INC?
KONDO WEALTH ADVISORS, INC has approximately 7 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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