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Building 2LAULIMA FAMILY OFFICES, LLC

Map pinHONOLULU, HI
Phone808-394-8120
NotebookSEC #801-73912
Total AUM
$307.1M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1003 BISHOP ST.
STE. 1200
HONOLULU
HI 96813
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
808-394-8120

ReceiptFinancials

Total AUM
$307.1M
Accounts
230
Discretionary
$307.1M
Accounts
230
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE AND TAX PLANNING AND TAX COMPLIANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
HI

HandshakeAffiliates

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

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