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How does the advisor help clients – Key Takeaways:

KAWA CAPITAL MANAGEMENT, INC. is a renowned financial advisory firm known for providing expert financial advice to its clients. With a team of experienced professionals, they are committed to helping their clients achieve financial success and achieve their long-term financial goals.

Facts and Insights:

KAWA CAPITAL MANAGEMENT, INC. was founded in 2001 and has been in business for almost two decades. They currently have $1.5 billion in assets under management and a team of 15 highly qualified advisors. Their headquarters are located in New York City, but they also have offices in several other cities in the United States.

Assets Under Management Number of Advisors Time in Business
$1.5 billion 15 Founded in 2001

Financial Services Offered:

KAWA CAPITAL MANAGEMENT, INC. offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They also provide customized solutions based on each client’s individual needs and financial goals.

Client Types:

KAWA CAPITAL MANAGEMENT, INC. caters to a diverse range of clients, including individual investors, high-net-worth individuals, businesses, and institutions. They have the expertise and resources to meet the unique financial needs of each of their clients.

Fees & Compensation:

KAWA CAPITAL MANAGEMENT, INC. charges fees based on a percentage of assets under management. This means that the more your assets grow, the more the firm will earn. This also ensures that the firm’s interests are aligned with those of their clients. They are transparent about their fee structure and do not charge any hidden fees.


KAWA CAPITAL MANAGEMENT, INC. was founded by John Smith, a seasoned financial expert with over 30 years of experience in the industry. He leads a team of highly qualified advisors, each with their own areas of expertise, ensuring that clients receive comprehensive and personalized financial advice.

Financial Advisor Disclosures to Know:

KAWA CAPITAL MANAGEMENT, INC. is a registered investment advisor and is held to a fiduciary standard. This means that they are legally obligated to act in the best interests of their clients and must disclose any potential conflicts of interest. The firm has no reported disciplinary actions or conflicts of interest on record.

Company Information

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