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Building 2OHANA ADVISORS

Map pinSAN RAFAEL, CA
Phone415-226-4100
NotebookSEC #801-75431
Total AUM
$2.8B
Employees
13
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 LUCAS VALLEY
SUITE 202
SAN RAFAEL
CA 94903
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
415-226-4100
Other Offices
1

ReceiptFinancials

Total AUM
$2.8B
Accounts
22
Discretionary
$1.7B
Accounts
14
Non-Discretionary
$1.1B
Accounts
8

ContactClients

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HNW Individual Clients
21
AUM
$2.7B
Pooled Vehicle Clients
1
AUM
$107.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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