KOBO RETIREMENT STRATEGIES
  • KOBO RETIREMENT STRATEGIES
  • KOBO RETIREMENT STRATEGIES, LLC

Adviser Profile

As of Date 06/02/2024
Registration status Terminated
ADV Location PASADENA, CA, United States
Contact Info 626 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 3 -81%
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2016 2017 2018 2019 2020 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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