Claim Profile
XL

Xi Liu

KAWA CAPITAL MANAGEMENT, INC.·HALLANDALE BEACH, Florida
Unclaimed Profile
1010 SOUTH FEDERAL HIGHWAY, HALLANDALE BEACH, FL 33009CRD# 7575594Firm CRD# 157780
01

About

Xi Liu is a registered financial advisor based in HALLANDALE BEACH, Florida, affiliated with KAWA CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
KAWA CAPITAL MANAGEMENT, INC.
KAWA CAPITAL MANAGEMENT, INC.
AUM
$2.9B
Regulatory assets under management
Employees
63
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7575594
Firm CRD# 157780
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HALLANDALE BEACH?

Browse all registered financial advisors in HALLANDALE BEACH, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Xi Liu offer?
Xi Liu specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HALLANDALE BEACH, Florida for a consultation.
What are Xi Liu's credentials?
Xi Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Xi Liu located?
Xi Liu is based in HALLANDALE BEACH, Florida, working with KAWA CAPITAL MANAGEMENT, INC.. Their office serves clients in the HALLANDALE BEACH metropolitan area and surrounding communities.
How does Xi Liu charge for services?
Xi Liu's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAWA CAPITAL MANAGEMENT, INC.?
KAWA CAPITAL MANAGEMENT, INC. has approximately 63 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty