Navid Kanani
Navid Kanani is a registered investment advisor at Kanani Advisory Group INC., based in Irvine, CA, with 40 years of industry experience. Navid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 498 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kanani Advisory Group (KAG) will be compensated via a fee share arrangement with the advisors with whom KAG has shared or delegated responsibilities. The total fee to be paid will be quoted in advance as a percentage of assets under management, and the annual rate will generally range from 0.8% to 2.0%. The fees are negotiable.
Location
16440 Bake Parkway, Suite 150, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Navid is a silent partner in NKDW Investments, LLC (owns his old office building) and American Sleep Medicine. He also works as an insurance agent for Advisors Excel, spending about a quarter of his time on insurance sales, and is an investor in Oakridge Partners Phoenix, LP.
Employment History
Current Registrations
Kanani Advisory Group INC.
Previous Registrations
Madison Avenue Securities, LLCBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Edi Financial, INC.Broker
The Leaders Group, INC.Broker
Securities America, INC.Broker
Washington Square Securities, INC.Broker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
First Investors CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.