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Financial Advisor   

$50MM AUM | $400,000 GDC in Wailuku, HI

Member Level
Premier
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Wailuku, HI, US
12 Month Gross Revenue
$400,000
Number of Accounts
500
Avg Client Age
50

Overview

As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. We are always looking to grow our firm through partnerships with other Reps looking to partner up with us. Outside of our Maui, HI office, we also have 2 additional offices in California and Oklahoma. Between the 3 offices, we manage just about $400Million in AUM.

 
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