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Building 2WEALTHJAR INVESTMENT ADVISORY, LLC

Map pinHONOLULU, HI
Phone(808) 585-7788
NotebookSEC #801-110823
Total AUM
$6.4M
Employees
11
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1099 ALAKEA ST.
SUITE 2510
HONOLULU
HI 96813
United States
Operating Hours
6 AM - 4 PM
Monday - Friday
Phone
(808) 585-7788
Other Offices
3

ReceiptFinancials

Total AUM
$6.4M
Accounts
106
Discretionary
$6.4M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$6.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADMINISTRATIVE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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