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Edward John Schneider Iv

OHANA ADVISORS MANAGEMENT, LLC·SAN RAFAEL, California
Clean recordOHANA ADVISORS MANAGEMENT, LLC
101 LUCAS VALLEY, SAN RAFAEL, CA 94903CRD# 2920375Firm CRD# 158515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward John Schneider Iv · SAN RAFAEL, CA
Registration
CRD #2920375 · OHANA ADVISORS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward John Schneider Iv 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OHANA ADVISORS MANAGEMENT, LLC
OHANA ADVISORS
AUM
$2.1B
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2920375
Firm CRD# 158515
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward John Schneider Iv offer?
Edward John Schneider Iv specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN RAFAEL, California for a consultation.
What are Edward John Schneider Iv's credentials?
Edward John Schneider Iv is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward John Schneider Iv located?
Edward John Schneider Iv 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 Edward John Schneider Iv charge for services?
Edward John Schneider Iv'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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