OHANA ADVISORS MANAGEMENT, LLC
Doing business as OHANA ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,778,546,190
Discretionary
$1,705,276,318
Non-discretionary
$1,073,269,872
Firm details
- CRD number
- 158515
- SEC file number
- 801-75431
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTP://WWW.OHANAADVISORS.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.