Insights

Independent fiduciary Position CKW as a trusted, independent wealth advisor with fiduciary responsibility to attract high-net-worth individuals and institutions seeking objective, conflict-free investment management.

Discretionary expertise Leverage CKW's specialization in discretionary strategic balanced portfolios to upsell outsourced asset allocation services to financial advisors, family offices, and institutional clients looking to outsource investment decisions.

Global diversification Highlight CKW's global portfolio approach and dynamic asset allocation as a differentiator for clients seeking diversified risk management and resilience in volatile markets, opening conversations with risk-aware prospects.

Growth signals Note recent stakes in multiple assets across energy, telecom, healthcare, and infrastructure sectors to identify cross-sell opportunities in related asset classes or tailored thematic strategies.

Regional credibility Emphasize Hawaii-based recognition and local market presence to engage UHIs and regional institutions seeking localized expertise with a broader global reach.

Similar companies to CKW Financial Group

CKW Financial Group Tech Stack

CKW Financial Group uses 8 technology products and services including Open Graph, WordPress, Shopify, and more. Explore CKW Financial Group's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • E-commerce
  • Twemoji
    Font Scripts
  • Really Simple Discovery
    Miscellaneous
  • jQuery Mobile
    Mobile Frameworks
  • PHP
    Programming Languages

Media & News

CKW Financial Group's Email Address Formats

CKW Financial Group uses at least 4 email formats:
CKW Financial Group Email FormatsExamplePercentage
First.Last@ckwhawaii.comJohn.Doe@ckwhawaii.com
67%
FirstL@ckwhawaii.comJohnD@ckwhawaii.com
16%
FirstLas@ckwhawaii.comJohnDoe@ckwhawaii.com
9%
FirstLast@ckwhawaii.comJohnDoe@ckwhawaii.com
8%

Frequently Asked Questions

What is CKW Financial Group's phone number?

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You can contact CKW Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CKW Financial Group's official website and social media links?

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CKW Financial Group's official website is ckwhawaii.com and has social profiles on LinkedIn.

How much revenue does CKW Financial Group generate?

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As of November 2026, CKW Financial Group's annual revenue is estimated to be <$1M.

What is CKW Financial Group's NAICS code?

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CKW Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does CKW Financial Group have currently?

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As of November 2026, CKW Financial Group has approximately 6 employees across 2 continents, including North America and Asia. Key team members include Owner/President: J. D., Compliance Manager: V. B. and Principal: R. B. Explore CKW Financial Group's employee directory with LeadIQ.

What industry does CKW Financial Group belong to?

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CKW Financial Group operates in the Financial Services industry.

What technology does CKW Financial Group use?

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CKW Financial Group's tech stack includes Open Graph, WordPress, Shopify, Microsoft 365, Twemoji, Really Simple Discovery, jQuery Mobile and PHP.

What is CKW Financial Group's email format?

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CKW Financial Group's email format typically follows the pattern of First.Last@ckwhawaii.com. Find more CKW Financial Group email formats with LeadIQ.

When was CKW Financial Group founded?

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CKW Financial Group was founded in 2009.
CKW Financial Group logo

CKW Financial Group

Financial ServicesHawaii, United States2-10 Employees

CKW Financial Group is an independent wealth advisory and investment consulting firm based in Honolulu, Hawaii. The firm focuses on discretionary strategic balanced portfolio management and investment consulting, aiming to build diversified global portfolios and implement dynamic asset allocation to pursue risk-adjusted returns for individuals, financial advisors, and institutional clients. As an independent RIA with no ties to banks, brokerages, or mutual fund companies, CKW emphasizes fiduciary responsibility and objective guidance, tailoring investment strategies to each client’s goals, such as education funding, charitable foundations, or estate planning. The company operates with a client-centric approach designed to protect capital in volatile markets while seeking incremental gains over time. CKW serves private individuals, financial advisors, and institutional investors, providing portfolio development aligned to specific circumstances and objectives. The firm is located on Bishop Street in Honolulu and positions itself as offering global exposure through its portfolio management and advisory services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • <$1M

    CKW Financial Group's revenue is estimated to be in the range of <$1M

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