Overview
Assets Under Management: $269 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 65
Average Client Assets: $2.6 million
Frequently Asked Questions
ANDREWS ADVISORY ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118957), ANDREWS ADVISORY ASSOCIATES, LLC is subject to fiduciary duty under federal law.
ANDREWS ADVISORY ASSOCIATES, LLC is headquartered in HONOLULU, HI.
ANDREWS ADVISORY ASSOCIATES, LLC serves 65 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, ANDREWS ADVISORY ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ANDREWS ADVISORY ASSOCIATES, LLC manages $269 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, ANDREWS ADVISORY ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.29%
Average Client Assets: $2.6 million
Total Client Accounts: 263
Discretionary Accounts: 242
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 118957
Filing ID: 2076002
Last Filing Date: 2026-03-19 13:11:34