KONDO WEALTH ADVISORS, INC

PASADENA, California·3 registered advisors·CRD# 175347
SEC# 801-963081626-449-7783
01

Firm Overview

AUM
$264M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KONDO WEALTH ADVISORS, INC

3 registered advisors
Akemi Kondo Dalvi
PASADENA, California
Alan Tadashi Kondo
PASADENA, California
Joanie Ryoko Morioka
PASADENA, California
05

Office Locations

PASADENA, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KONDO WEALTH ADVISORS, INC (CRD# 175347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.