Aloha Asset Management

Aloha Asset Management (CRD# 123391) is a financial advisory firm headquartered in , . They manage $14,500,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $517,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Aloha Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Steven B. Rosen
CRD#: 404285
Northbrook, IL
93
Wealthminder
score

Steven Rosen (CRD# 404285) is an Investment Advisor Representative working at Aloha Asset Management in Northbrook, IL and has over 34 years of experience in the finance industry.

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