Mahalo Advisory Services, LLC

Mahalo Advisory Services, LLC (CRD# 144793) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $2,202,308 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16458 Bolsa Chica St. #410, Huntington Beach, CA 92649
http://www.mahalowealth.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $71,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 Mahalo Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Gibbs, financial advisor Huntington Beach CA
Stephen D. Gibbs
CRD#: 2660842
Huntington Beach, CA

Stephen Gibbs (CRD# 2660842) is an Investment Advisor Representative working at Mahalo Advisory Services, LLC in Huntington Beach, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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