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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kahala Financial Advisors LLC
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|---|---|
| CRD # | 108564 |
| SEC # | 801-110741 |
| CIK # | |
| AUM | $175.2 M (2025-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 808-734-7665 |
| Address | 4211 Waialae Ave, Suite 407 Honolulu, HI 96816 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 174.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 0.9 |
| (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 | 163 | 175.2 |
| By Discretionary | ||
| Discretionary | 163 | 175.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 163 | 175.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.2 | |
| Total | 163 | 175.2 |
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|---|---|---|
|
Cannon Beach Consultants Inc
✚
|
CA | 0.2 |
|
Boardwalk Financial Strategies LLC
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WI | 0.2 |
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Tandem Investment Partners LLC
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NJ | 0.2 |
|
Lake Hills Wealth Management LLC
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TX | 0.2 |
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Arbor Financial Planning LLC
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MI | 0.2 |
|
Excel Capital Management Corp
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|
Flack Ember Louise
✚
|
0.2 | |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
KMT Wealth Management LLC
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|
CA | 0.2 |
|
Global Wealth Management LC
✚
|
FL | 0.2 |