TrueAdvisor
TrueAdvisor
RS
RS

Raquel Shoshani

Kawa Capital Management, INC.
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementReal Estate Investing
Kawa Capital Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
63 clients
Average Client Portfolio
$47.9M average
Assets Under Management
$3.0B

Fee Structure

Financial Planning:Investment management only

Location

1010 South Federal Highway, Suite 2900, Hallandale Beach, FL, 33009

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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
Kawa Capital Management, INC.
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Kawa Securities LLCBroker
August 2021 - February 2022 · 6 mos
J.P. Morgan Securities LLCBroker
October 2018 - March 2021 · 2 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.