Financial Advisers of America on Monday announced that Honolulu-based CKW Financial Group has joined its family of investment advisors, bringing more than $900 million more in assets under management to the San Diego-based broker-dealer.
FAA officials said CKW serves a broad range of clients including high-net-worth individuals, families and businesses as well as philanthropic foundations.
CKW Financial will now have access to FAA’s full complement of broker-dealer services including its open architecture technology, brokerage platform and compliance department.
“After a successful year of recruiting, FAA is extremely proud to add CKW Financial Group as a valued partner,” said FAA CEO Jodi Johnston, in a statement.
“CKW Financial reinforces the opportunity for investment advisers to access broker dealer related platforms for services not readily available to a pure RIA,” Johnston added. “Investment advisers should look to partner with a broker dealer that understands and can support the needs of their business. As a firm, we are very focused on the expansion of our IA relationships and the addition of CKW helps solidify that focus.”
Financial Advisers of America now has approximately $3 billion in assets under management.
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