Diamond Head Financial Advisors LLC

Diamond Head Financial Advisors LLC (CRD# 149158) is a financial advisory firm headquartered in Honolulu, HI. They manage $8,195,000 in 27 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $303,519
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.

CA, HI

Financial Advisors at Diamond Head Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Courtlin L. Holt-Nguyen
CRD#: 5475280
119 Merchant Street, Suite 610b, Honolulu, HI 96813
53
Wealthminder
score

Courtlin Holt-Nguyen (CRD# 5475280) is an Investment Advisor Representative working at Diamond Head Financial Advisors LLC in Honolulu, HI and has over 7 years of experience in the finance industry.

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