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Building 2HONU WEALTH MANAGEMENT

Map pinLOS ALTOS, CA
Phone650-917-3400
NotebookSEC #801-67410
Total AUM
$34.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 FIRST STREET
SUITE 1
LOS ALTOS
CA 94022
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
650-917-3400

ReceiptFinancials

Total AUM
$34.5M
Accounts
191
Discretionary
$26M
Accounts
171
Non-Discretionary
$8.5M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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