| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 03/29/1999 |
| ADV Location | HONOLULU, HI, United States |
| Contact Info | 735 xxxxxxx |
| Websites |
| AUM* | 219,900,000 46% |
| of that, discretionary | 219,900,000 46% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 454,339 44% |
| % High Net Worth | 50.93% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds