Ohana Advisors (CRD# 158515) is a financial advisory firm headquartered in San Rafael, CA. They manage $683,314,622 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management683MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$56,942,885
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)