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OHANA ADVISORS
101 Lucas Valley
Suite 202
San Rafael, California 94903
Tel: 415-226-4710
About OHANA ADVISORS
OHANA ADVISORS, formally registered with the SEC as OHANA ADVISORS. The firm was established in 04/18/2012. They have over 2 offices throughout the country.
OHANA ADVISORS is a San Rafael, California based Financial Planning firm with nearly $2,129,244,734 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158515 |
| SEC# | 801-75431 |
| Assets Managed by Firm | $2,129,244,734 |
| No. of Clients | 17 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $2,129,244,734 |
| High net worth individuals | 16 | $2,049,764,013 |
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