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Financial Advisor   

$40MM AUM | $350,000 GDC in Honolulu, HI

Member Level
Premier
Last Activity
within 2 months

Business Mix:

40% Comm
60% Fee

General

Location
Honolulu, HI, US
12 Month Gross Revenue
$350,000
Number of Accounts
240
Avg Client Age
55

Overview

Fast growing local firm actively pursuing acquisition opportunities.
We focus on financial planning for a fee & wrap fee investment accounts as well as manage 401(k) plans. We also write multiple carriers for Life/LTC/DI policies to provide solutions for our planning clients.

 
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