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| Happy Holidays!! thanks for using AUM13F!! |
| CKW Financial Group LLC
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| CRD # | 152116 |
| SEC # | 801-70788 |
| CIK # | 0001600403 |
| AUM | $2.2 B (2025-03-28) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 808-629-7600 |
| Address | 1003 Bishop Street Honolulu, HI 96813 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 0.2 | ||
| Advanced Micro Devices Inc | 0.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Starbucks Corp | 0.2 | ||
| Chevron Corp | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Bank of Hawaii Corp | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| Occidental Petroleum Corp /DE/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 0.1 |
| (b) Individuals (high net worth individuals) | 277 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 1.2 |
| (h) Charitable organizations | 25 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,478 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,434 | 1.1 |
| Non-Discretionary | 44 | 1.1 |
| Total | 1,478 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,478 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600403] |
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