GK
GK

Giani Kurniawan

San Francisco, CA

Giani Kurniawan is a registered investment advisor at Global Key Advisors, based in San Francisco, CA. Giani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
48 clients
Average Client Portfolio
$715K average
Assets Under Management
$34.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Global Key Management (GKA) offers investment management services where fees are a percentage of the value of your portfolio, ranging from 0.2% to 1.95% per year. The exact percentage depends on the size of your account and the type of assets. These fees include financial planning services. Fees are subject to negotiation.

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Location

San Francisco, CA

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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.

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Employment History
Current Registrations
Global Key Advisors
May 2025 - Present · 1 yr
State Registrations3 states
CANVTX
Advisor

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.

Exams
No exam information available for this advisor.
Giani Kurniawan - Financial Advisor | TrueAdvisor