Advisor at CKW Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CKW Financial Group, LLC
Location
Honolulu, HI 96813
Credentials
Series 63, Series 65
Industry experience
43 years
Carl Choy is a financial advisor with CKW Financial Group, LLC in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with CKW Financial Group since 2009. Outside of his advisory role, he serves as the Investment Chair on the YMCA Metro Board. CKW Financial Group provides advisory services to individuals, including high-net-worth clients, and institutional plan sponsors such as pension plans, foundations, endowments, and family offices. The firm employs model portfolio investment supervisory services and investment consulting, focusing on asset-allocation strategies implemented through mutual funds, ETFs, and third-party manager analysis.
Based on CKW Financial Group, LLC
Annual fixed fees for certain accounts excluded from AUM fees
0.06% to 1.25% annually
Minimum fee: Annual fixed fees may apply for assets and non-model accounts excluded from AUM fees
1003 Bishop Street, Suite 1950
Honolulu, HI 96813
Texas
CKW Financial Group, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Honolulu, HI
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