Aumakua Capital Management LLC

Aumakua Capital Management LLC (CRD# 171791) is a financial advisory firm headquartered in , . They manage $2,530,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,265,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

HI, OR

Financial Advisors at Aumakua Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan R. Leong
CRD#: 6353093
Albany, OR
90
Wealthminder
score

Jonathan Leong (CRD# 6353093) is an Investment Advisor Representative working at Aumakua Capital Management LLC in Albany, OR and has 1 year of experience in the finance industry.

2
Scott L. Huan
CRD#: 6442229
Albany, OR
88
Wealthminder
score

Scott Huan (CRD# 6442229) is an Investment Advisor Representative working at Aumakua Capital Management LLC in Albany, OR and has 1 year of experience in the finance industry.

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