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Building 2FORT STREET ASSET MANAGEMENT LLC

Map pinHONOLULU, HI
Phone808-265-1000
NotebookSEC #801-129378
Total AUM
$195.4M
Employees
2
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 FORT STREET MALL SUITE 1727
HONOLULU
HI 96813
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
808-265-1000

ReceiptFinancials

Total AUM
$195.4M
Accounts
60
Discretionary
$195.4M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$12.2M
HNW Individual Clients
12
AUM
$65.9M
Pooled Vehicle Clients
2
AUM
$117.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
HITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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