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Benny Tran
KOBO WEALTH CONSERVANCY
Honolulu, HI 96813
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CRD#: 7177019
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Professional summary
Benny Tran is a registered financial advisor currently at KOBO WEALTH CONSERVANCY located in Honolulu, Hawaii and ASHTON THOMAS PRIVATE WEALTH located in Honolulu, Hawaii.
Benny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Benny has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ORG NAME: Kobo Wealth Conservancy, LLC| INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Registered Investment Advisor| TITLE: Analyst, IAR |START DT: 12/2017 |TOTAL HRS P/M: 160 | SEC TRDNG HRS P/M: 20 | DUTIES: Portfolio Management And Client Services 2) ORG NAME: Pan Pacific Partners, LLC | INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Trust Services | TITLE: Analyst | START DT: 08/2019 |TOTAL HRS P/M: 1| SEC TRDNG HRS P/M: 0| DUTIES: Client Services
CRS (Client Relationship Summary) - RIA
Click below to view Benny Tran's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 13, 2019 - Present
KOBO WEALTH CONSERVANCY
Office #1: 1003 Bishop Street Suite 1820, Honolulu, HI 96813RIA
CRD#: 143654
Honolulu, HI
Current
August 4, 2025 - Present
ASHTON THOMAS PRIVATE WEALTH
Office #1: 1003 Bishop Street Pauahi Tower, Suite 1450, Honolulu, HI 96813RIA
CRD#: 153902
Honolulu, HI
Past
March 25, 2022 - September 2, 2025
SHUSTER ADVISORY GROUP, LLC
RIA
CRD#: 170233
PASADENA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS
CRD#: 153902 / SEC#: 801-71512
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/13/2019)
IAR
Hawaii(9/13/2019)
IAR
Texas(3/13/2023)
Current Firm
AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS
CRD#: 153902 / SEC#: 801-71512
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 732-4745
Established
Firm type
Fiscal year end
# of Employees
114
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,733 |
| AUM (Assets Under Management) | $ 4,051,333,740 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
