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Building 2HONU WEALTH MANAGEMENT

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Phone(650) 917-3400
NotebookSEC #801-132222
Total AUM
$161.8M
Employees
4
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(650) 917-3400
Other Offices
3

ReceiptFinancials

Total AUM
$161.8M
Accounts
309
Discretionary
$161M
Accounts
307
Non-Discretionary
$770.8K
Accounts
2

ContactClients

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Individual Clients
28
AUM
$7.6M
HNW Individual Clients
52
AUM
$139.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
12
AUM
$9.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINHTX

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

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