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KOHALA CAPITAL PARTNERS, LLC
KOHALA CAPITAL PARTNERS, LLC
PORTLAND, Oregon
·
3 registered advisors
·
CRD# 158098
SEC# 801-72547
503-517-9431/503-517-9408
01
Firm Overview
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KOHALA CAPITAL PARTNERS, LLC
3 registered advisors
Gaylord Brickwood Lyman
PORTLAND, Oregon
CRD# 2892240
Mary Magdalene Wuilloud-Aguas
PORTLAND, Oregon
CRD# 2471594
Thierry Joseph Wuilloud
PORTLAND, Oregon
CRD# 4573347
05
Office Locations
PORTLAND, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. KOHALA CAPITAL PARTNERS, LLC (CRD# 158098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.