Investment adviser · CRD 283743

KOBO RETIREMENT STRATEGIES

Investment adviser filing (IA)

KOBO RETIREMENT STRATEGIES, LLC

PASADENA, CA, United States · Form ADV filed Mar 31, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2024. View historical filings

Reported services

Individual portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets · Subscription · Fixed

Principal office

155 N LAKE AVENUE, STE 500
PASADENA, CA, 91101, United States

CRD 283743

Filing source

Form ADV 1853235 · Mar 31, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.