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OHANA ADVISORS
Tel: 415-226-4710
101 Lucas Valley Suite 202
San Rafael, California 94903
OHANA ADVISORS
OHANA ADVISORS is a San Rafael, California based financial advisory firm with nearly $2,129,244,734 in assets under management and provides investment advisory services for 17 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
158515
SEC#:
801-75431
No. of Clients:
17
Assets under Management
$2,129,244,734
No. of Advisors:
12
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