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Financial Advisor

$7MM AUM | $350,000 GDC in Honolulu, HI

Member Level
Premier
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Honolulu, HI, US
12 Month Gross Revenue
$350,000
Number of Accounts
120
Avg Client Age
55

Overview

Fast growing local hybrid firm actively pursuing acquisition opportunities. From last year we grew from one advisor to three, and from one staff to two.
We focus on financial planning for a fee & wrap fee investment accounts. We also write multiple carriers for Life/LTC/DI policies to provide solutions for our planning clients.

 
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