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WEALTHJAR INVESTMENT ADVISORY, LLC

Tel: (808) 585-7788
1099 Alakea St.
Suite 2510
Honolulu, Hawaii  96813

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WEALTHJAR INVESTMENT ADVISORY, LLC

WEALTHJAR INVESTMENT ADVISORY, LLC is a Honolulu, Hawaii based financial advisory firm with nearly $4,403,040 in assets under management and provides investment advisory services for 105 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (ADMINISTRATIVE SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

288484

SEC#:

801-110823

No. of Clients:

105

Assets under Management

$4,403,040

No. of Advisors:

9

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