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Building 2FINANCIAL PLANNING HAWAII, INC.

Map pinHONOLULU, HI
Phone808-564-0654
NotebookSEC #801-135122
Total AUM
$382.4M
Employees
5
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
677 ALA MOANA BLVD.
SUITE 605
HONOLULU
HI 96813
United States
Operating Hours
7 AM - 4PM HAWAII STANDARD TIME
Monday - Friday
Phone
808-564-0654
Other Offices
1

ReceiptFinancials

Total AUM
$382.4M
Accounts
701
Discretionary
$382.4M
Accounts
701
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$58.6M
HNW Individual Clients
102
AUM
$323.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
HIMAPA

HandshakeAffiliates

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

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