Overview
Assets Under Management: $175 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 2
Average Client Assets: $87 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.51
Average High-Net-Worth Client Assets: $87 million
Total Client Accounts: 163
Discretionary Accounts: 163
Regulatory Filings
CRD Number: 108564
Filing ID: 1939830
Last Filing Date: 2025-03-05 16:41:00
Website: https://hawaiiantel.net