KAHALA FINANCIAL ADVISORS, LLC

4211 Waialae Ave, Suite 407
Honolulu, Hawaii 96816
Tel: 808-734-7665

About KAHALA FINANCIAL ADVISORS, LLC

KAHALA FINANCIAL ADVISORS, LLC, formally registered with the SEC as KAHALA FINANCIAL ADVISORS, LLC. The firm was established in 07/05/2017. They have over 1 offices throughout the country.

KAHALA FINANCIAL ADVISORS, LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $146,704,764 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108564
SEC#	801-110741
Assets Managed by Firm	$146,704,764
No. of Clients	166
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	166	$146,704,764
Individuals (other than high net worth individuals)	165	$145,869,799
Charitable organizations	1	$834,965

Inquire with KAHALA FINANCIAL ADVISORS, LLC

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