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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 filings submitted to the SEC

ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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