Kanani Advisory Group Inc
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About this Advisor
Neda Kanani is a financial advisor who works in Irvine, California who has 5 years of industry experience. Kanani is an employee of Kanani Advisory Group Inc. During their career, Kanani has held roles at Kanani Advisory Group Inc and Student. Kanani has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in California. Kanani Advisory Group Inc is a company headquartered in Irvine, CA. It handles $132 million in assets between its 867 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 867 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Kanani Advisory Group Inc performs a few services, such as financial planning services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Kanani Advisory Group Inc may include asset-based and fixed fees.
Certifications and Registrations
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Kanani Advisory Group Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Neda Kanani Work History
Neda has been registered as a financial advisor for 5 years.*
Kanani Advisory Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Neda Kanani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kanani Advisory Group Inc
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