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

More Retirement Planning firms in San Rafael, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in San Rafael, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.