Leila Parvaneh
Leila Parvaneh is a registered investment advisor at Kanani Advisory Group INC., based in Irvine, CA, with 3 years of industry experience. Leila 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
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Regulatory History
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 ActivitiesSells Insurance
Leila works as an insurance agent for Kanani Financial & Insurance Services Inc. since January 2024, offering advice, processing sales, and providing service, dedicating full-time hours to this role.
Employment History
Current Registrations
Kanani Advisory Group INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.