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 $175,229,524 assets under management, offering retirement planning & investment advisory services to 163 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	$175,229,524
No. of Clients	163
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	163	$175,229,524
Individuals (other than high net worth individuals)	162	$174,363,467
Charitable organizations	1	$866,057

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