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OHANA ADVISORS

Tel: 415-226-4710
101 Lucas Valley
Suite 202
San Rafael, California  94903

About OHANA ADVISORS

OHANA ADVISORS is a San Rafael, California based financial advisory firm with nearly $1,746,261,291 in assets under management and provides investment advisory services for 15 clients. There are currently 11 financial advisors at the firm.


General Information

Firm CRD#:   158515
SEC#:   801-75431
Assets under Management:   $1,746,261,291
No. of Clients:   15
No. of Advisors:   11
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Fixed fees

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