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Christopher Jon Borden

KOBO WEALTH CONSERVANCY, LLC·HONOLULU, Hawaii
Clean recordKOBO WEALTH CONSERVANCY, LLC
1003 BISHOP STREET SUITE 1820, HONOLULU, HI 96813CRD# 5368900Firm CRD# 143654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Jon Borden · HONOLULU, HI
Registration
CRD #5368900 · KOBO WEALTH CONSERVANCY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Jon Borden is a registered financial advisor based in HONOLULU, Hawaii, affiliated with KOBO WEALTH CONSERVANCY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KOBO WEALTH CONSERVANCY, LLC
KOBO WEALTH CONSERVANCY
AUM
$137M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KOBO WEALTH CONSERVANCY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5368900
Firm CRD# 143654
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Jon Borden offer?
Christopher Jon Borden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are Christopher Jon Borden's credentials?
Christopher Jon Borden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Jon Borden located?
Christopher Jon Borden is based in HONOLULU, Hawaii, working with KOBO WEALTH CONSERVANCY, LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Christopher Jon Borden charge for services?
Christopher Jon Borden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOBO WEALTH CONSERVANCY, LLC?
KOBO WEALTH CONSERVANCY, LLC has approximately 4 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOBO WEALTH CONSERVANCY, LLC

Matthew D Hutcheson
HONOLULU, HI
Cristopher Jon Borden
HONOLULU, HI

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