He'e Nalu Investing, Inc.

He'e Nalu Investing, Inc. (CRD# 138278) is a financial advisory firm headquartered in Calabasas, CA. They manage $19,580,549 in 136 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $143,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at He'e Nalu Investing, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William D. Buss
CRD#: 1469402
Thousand Oaks, CA

William Buss (CRD# 1469402) is an Investment Advisor Representative working at He'e Nalu Investing, Inc. in Thousand Oaks, CA and has over 30 years of experience in the finance industry.

2
Kara L. Buss
CRD#: 5770951
26565 West Agoura Rd, Suite 200, Calabasas, CA 91302

Kara Buss (CRD# 5770951) is an Investment Advisor Representative working at He'e Nalu Investing, Inc. in Calabasas, CA and has over 13 years of experience in the finance industry.

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