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Building 2KAHALA FINANCIAL ADVISORS, LLC

Map pinHONOLULU, HI
Phone808-734-7665
NotebookSEC #801-110741
Total AUM
$203.4M
Employees
2
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4211 WAIALAE AVE, SUITE 407
HONOLULU
HI 96816
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
808-734-7665

ReceiptFinancials

Total AUM
$203.4M
Accounts
422
Discretionary
$203.4M
Accounts
422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$202.4M
Charitable Organization Clients
1
AUM
$979.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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