HONTE ADVISORS LLC

BERKELEY, California·5 registered advisors·CRD# 308341
SEC# 801-1192540415-801-4250
01

Firm Overview

AUM
$214M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE ALLOCATION
03

Specialties

Retirement Planning
04

Advisors at HONTE ADVISORS LLC

5 registered advisors
Alex Gurevich
BERKELEY, California
Christopher Lutton
SAN FRANCISCO, California
Joann Shie-Chen
BERKELEY, California
Kushan M. Balasooriya
BERKELEY, California
Qin Zhu
BERKELEY, California
05

Office Locations

BERKELEY, California
4 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. HONTE ADVISORS LLC (CRD# 308341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.