Kahala Financial Advisors, LLC is a large advisory firm based in Honolulu. It manages $113.35 million of regulatory assets for 429 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Hawaii.
Kahala Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kahala Financial Advisors, LLC is $113.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kahala Financial Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and charitable organizations. The largest group of clients of Kahala Financial Advisors is individuals with 165 clients and $111.95 million of assets under management. Among the 10 most similar advisory firms, Kahala Financial Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $113.35 million for 166 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kahala Financial Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kahala Financial Advisors, LLC performs its advisory services is located at 4211 Waialae Ave, Suite 407, Honolulu, HI 96816, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 808-734-7665 or by fax 808-735-7110. The normal business hours are 8am to 4pm on Monday - Friday. You can find more information about the New York firm at kahalafinancialadvisors.com.