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Building 2MOSAIC PACIFIC INVESTMENT ADVISORS

Map pinHONOLULU, HI
Phone808-591-1200
NotebookSEC #801-117256
Total AUM
$434M
Employees
8
Clients
628

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
615 PIIKOI
SUITE 812
HONOLULU
HI 96814
United States
Operating Hours
5-Aug
Monday - Friday
Phone
808-591-1200

ReceiptFinancials

Total AUM
$434M
Accounts
1,604
Discretionary
$434M
Accounts
1,604
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
516
AUM
$157.2M
HNW Individual Clients
91
AUM
$174.1M
Corporation or Business Clients
21
AUM
$102.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIORTXWA

HandshakeAffiliates

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

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