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Kaleialoha Kathleen Cadinha-Pua'a

CADINHA & CO LLC·HONOLULU, Hawaii
Series 65Clean record24 years registeredCADINHA & CO LLC
900 FORT ST. MALL, STE. 1450, HONOLULU, HI 96813-3713CRD# 4533845Firm CRD# 108135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kaleialoha Kathleen Cadinha-Pua'a · HONOLULU, HI
Registration
CRD #4533845 · CADINHA & CO LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

Jan 2007present
CADINHA-PUAA & ROSE
Oct 2006Jan 2007
HONOLULU, HI
Jan 2002Oct 2006
HONOLULU, HI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 11, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CADINHA & CO LLC
CRD 108135 · SEC 801-57784
AUM
$1.0B
Regulatory assets under management
Employees
19
1,401 client accounts
Services offered by CADINHA & CO LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kaleialoha Kathleen Cadinha-Pua'a offer?
Kaleialoha Kathleen Cadinha-Pua'a specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HONOLULU, Hawaii for a consultation.
What are Kaleialoha Kathleen Cadinha-Pua'a's credentials?
Kaleialoha Kathleen Cadinha-Pua'a is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kaleialoha Kathleen Cadinha-Pua'a located?
Kaleialoha Kathleen Cadinha-Pua'a is based in HONOLULU, Hawaii, working with CADINHA & CO LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Kaleialoha Kathleen Cadinha-Pua'a charge for services?
Kaleialoha Kathleen Cadinha-Pua'a's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CADINHA & CO LLC?
CADINHA & CO LLC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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