Kanaka Strategies
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 is a sole-proprietorship independent registered investment adviser focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and is run by an individual owner rather than as a multi-partner or institutional shop. It is not positioned as a multi-state adviser, is not marked as an active ESG investor, and does not act as a capital allocator or pension consultant. The firm reports standard advisory activity (portfolio management) rather than broader institutional or family-office services.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
, null
Location
, null
Headquartered in , null.
- Office locations
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