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).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
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Total Number of Accounts136ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at He'e Nalu Investing, Inc.
1
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 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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