AK
AK

Alan Eric Kobayashi

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

745 Fort Street, Suite #2121, Honolulu, HI, 96813

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alan is a managing member of KDL CPAs LLC since 2020, providing CPA services, tax preparation, and accounting. This non-investment related activity takes nearly full-time hours.

Employment History
Current Registrations
Centaurus Financial, INC.
December 2019 - Present · 6 yrs 2 mos
Centaurus Financial, INC.Broker
November 2019 - Present · 6 yrs 3 mos
State Registrations1 state
HI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.