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Building 2ANDREWS ADVISORY ASSOCIATES, LLC

Map pinHONOLULU, HI
Phone808-521-4015
NotebookSEC #801-66553
Total AUM
$268.6M
Employees
4
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1003 BISHOP STREET
SUITE 1808
HONOLULU
HI 96813
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
808-521-4015

ReceiptFinancials

Total AUM
$268.6M
Accounts
263
Discretionary
$215.9M
Accounts
242
Non-Discretionary
$52.7M
Accounts
21

ContactClients

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Individual Clients
180
AUM
$51.3M
HNW Individual Clients
65
AUM
$167.3M
Pension/Profit Sharing Plan Clients
18
AUM
$50M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

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

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