KOBO WEALTH CONSERVANCY, LLC

KOBO WEALTH CONSERVANCY

HONOLULU, Hawaii·3 registered advisors·CRD# 143654

SEC# 801-701280808-546-1001

01

Firm Overview

AUM

$137M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at KOBO WEALTH CONSERVANCY, LLC

3 registered advisors

Christopher Jon Borden

HONOLULU, Hawaii

Cristopher Jon Borden

HONOLULU, Hawaii

Matthew D Hutcheson

HONOLULU, Hawaii

05

Office Locations

HONOLULU, Hawaii

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Data sourced from SEC Form ADV filings. KOBO WEALTH CONSERVANCY, LLC (CRD# 143654) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.