George Kaluhiokalani, financial advisor Pasadena CA

George Kaluhiokalani

CRD Number: 1424112
Current Firm: Pasadena Private Wealth, LLC

George Kaluhiokalani (CRD# 1424112) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Pasadena, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Pasadena Private Wealth, LLC Pasadena, CA May 2021 - Current 2
Unemployed Honolulu, HI Jul 2019 - May 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu, HI Mar 1999 - Jun 2019 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Mar 1993
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for George H. Kaluhiokalani
Phone Number: 626-993-9300
Registered State(s):
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    917
    MILLIONS
  • Total Number of Accounts
    1,267
    ACCOUNTS
  • Average Account Value
    $723,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, GA, HI, NE, OH, TX

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