CKW FINANCIAL GROUP Overview
Ckw Financial Group is an investment advisor that manages 991 MM dollars in regulatory AUM and has 8 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 542MM in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 542MM in positions, representing 55% of the manager's regulatory AUM.
CKW FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CKW FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 48.71% | ETF | 13.26% | -0.12% | 0 | 10% | ||
| IEFA | 18.47% | ETF | 10.7% | -0.23% | 0 | 8% | ||
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FEATURED IN
CKW FINANCIAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Carl E. Choy | Managing Member, Cco | October-2009 |
| Lynne R. Kinney | Managing Member | October-2009 |
| Ronald C. Wo | Member | October-2009 |
CKW FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CKW FINANCIAL GROUP Investment Strategy
CKW FINANCIAL GROUP Portfolio Concentration
CKW FINANCIAL GROUP Location
1003 BISHOP STREET
SUITE 1950
HONOLULU, Hawaii
UNITED STATES, 96813
SUITE 1950
HONOLULU, Hawaii
UNITED STATES, 96813
CKW FINANCIAL GROUP Contact Information
Phone Number: 808-629-7600
Fax Number: 808-675-5400
Website: null
Fax Number: 808-675-5400
Website: null
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