Ohana Advisors (CRD# 158515) is a financial advisory firm headquartered in San Rafael, CA. They manage $725,060,875 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management725MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$60,421,740
- 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)