Kanaka Strategies
RIASEC Registered
Total AUM
$193K
Discretionary
$193K
100% of AUM
Avg account
$193K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 148800
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kanaka Strategies operates as a sole proprietorship run by an individual advisor and focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an ESG investor. It is not registered as a multi-state adviser, does not act as a capital allocator, and is not presented as a pension consultant or related adviser to another firm. Regulatory classification in the source data is listed as unclassified.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Anil Godbole
Marketing ManagerCRD 5612765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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