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Building 2HE'E NALU INVESTING, INC.

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Phone213-220-0141
NotebookSEC #801-65098
Total AUM
$9.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
213-220-0141

ReceiptFinancials

Total AUM
$9.6M
Accounts
87
Discretionary
$8.4M
Accounts
84
Non-Discretionary
$1.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SOLICITATION FEES

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Disclosures

None reported

State Registrations
CA

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

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