OHANA ADVISORS MANAGEMENT, LLC

OHANA ADVISORS
SAN RAFAEL, California·5 registered advisors·CRD# 158515
SEC# 801-754311415-226-4710
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at OHANA ADVISORS MANAGEMENT, LLC

5 registered advisors
Covington Dennis
SAN RAFAEL, California
David Schrader
SAN RAFAEL, California
Edward John Schneider Iv
SAN RAFAEL, California
Joshua Marc Richter
SAN RAFAEL, California
Michelle Young
SAN RAFAEL, California
05

Office Locations

SAN RAFAEL, California
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OHANA ADVISORS MANAGEMENT, LLC (CRD# 158515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.