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Shokohi Wealth Management Group
SHOKOHI WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser in PARKER, CO. It has 3 employees and 1 investment adviser. The firm is based in...
Shokohi Wealth Management Group
SHOKOHI WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser in PARKER, CO. It has 3 employees and 1 investment adviser. The firm is based in Colorado.
General information
Firm type
RIA
Frequently asked questions
Is Shokohi Wealth Management Group LLC a registered investment advisor?
Yes, the firm is registered as an RIA with the SEC, according to public records. However, no Form ADV or other regulatory filings have been easily located, limiting available detail on its operations.
What is the investment approach of Shokohi Wealth Management Group LLC?
The firm's investment approach is not publicly disclosed. As an RIA, it likely provides wealth management services including portfolio management and financial planning, but specifics on asset allocation or strategy are unavailable.
Who founded Shokohi Wealth Management Group LLC?
The founder or principals of the firm are not identified in public records. This obscurity prevents verification of the firm's leadership and wealth origin.
Does Shokohi Wealth Management Group LLC manage assets for institutional clients?
There is no public evidence the firm manages assets for institutional clients. Its RIA registration suggests a focus on high-net-worth individuals, but client composition is not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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