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| Financial Planning Hawaii Inc
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|
|---|---|
| CRD # | 153930 |
| SEC # | 801-135122 |
| CIK # | 0002105146 |
| AUM | $382.4 M (2026-02-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 808-564-0654 |
| Address | 677 Ala Moana Blvd Honolulu, HI 96813 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002105146 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.9 | ||
| Microsoft Corp | 7.4 | ||
| Alphabet Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| World Currency Gold Trust | 3.1 | ||
| Johnson & Johnson | 2.8 | ||
| Chevron Corp | 2.7 | ||
| AbbVie Inc | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Lockheed Martin Corp | 2.4 | ||
| Cisco Systems Inc | 2.2 | ||
| Amgen Inc | 2.2 | ||
| Nvidia Corp | 2.1 | ||
| Ross Stores Inc | 1.9 | ||
| Procter & Gamble Co | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 58.6 |
| (b) Individuals (high net worth individuals) | 102 | 323.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 382.4 |
| By Discretionary | ||
| Discretionary | 701 | 382.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 701 | 382.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.4 | |
| Total | 701 | 382.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105146] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ranch Capital Advisors Inc
✚
|
FL | 0.4 |
|
Wittenberg Investment Management Inc
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|
0.4 | |
|
Pacific Asset Management LLC
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WA | 0.4 |
|
Ketron Financial LLC
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CA | 0.4 |
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Dougherty & Associates Financial Advisors Inc
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MN | 0.4 |
|
Sculati Wealth Management LLC
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MI | 0.4 |
|
LPFG LLC
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|
OH | 0.4 |
|
Goepper Burkhardt LLC
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|
SC | 0.4 |
|
Exchange Place Advisors LLC
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|
MA | 0.4 |
|
CMG Global Holdings LLC
✚
|
TX | 0.4 |