Unclaimed Profile

David Schrader

OHANA ADVISORS MANAGEMENT, LLC·SAN RAFAEL, California

Clean recordOHANA ADVISORS MANAGEMENT, LLC

101 LUCAS VALLEY, SAN RAFAEL, CA 94903CRD# 6042454Firm CRD# 158515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Schrader · SAN RAFAEL, CA

Registration

CRD #6042454 · OHANA ADVISORS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Schrader is a registered financial advisor based in SAN RAFAEL, California, affiliated with OHANA ADVISORS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OHANA ADVISORS MANAGEMENT, LLC

OHANA ADVISORS

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OHANA ADVISORS MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6042454

Firm CRD# 158515

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Schrader offer?

David Schrader specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN RAFAEL, California for a consultation.

What are David Schrader's credentials?

David Schrader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Schrader located?

David Schrader is based in SAN RAFAEL, California, working with OHANA ADVISORS MANAGEMENT, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does David Schrader charge for services?

David Schrader's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OHANA ADVISORS MANAGEMENT, LLC?

OHANA ADVISORS MANAGEMENT, LLC has approximately 12 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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