Overview
Assets Under Management: $175 million
Headquarters: HONOLULU, HI
Frequently Asked Questions
KAHALA FINANCIAL ADVISORS, 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 #108564), KAHALA FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
KAHALA FINANCIAL ADVISORS, LLC is headquartered in HONOLULU, HI.
According to their SEC Form ADV, KAHALA FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KAHALA FINANCIAL ADVISORS, LLC manages $175 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, KAHALA FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
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