Company Overview
- Headquarters
- 737 Bishop Street Suite 100, Mauka Tower, Urban Honolulu HI
- Website
- diamondheadfinancial.com
- Phone
- (808) 664-1681
- Employees
- 3
- Founded in
- 2009
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Diamond Head Financial Advisors
Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory firm located in Urban Honolulu. Founded by Steven Connell, a former partner at the Capital Group Companies, the firm employs 5 to 9 people and generates annual revenue of $2.5 million. Diamond Head Financial Advisors offers a range of investment products tailored to individual risk profiles, income needs, and growth expectations. Their product offerings include an income-oriented Early Retirement Portfolio, a Conservative Growth portfolio, a Value strategy, and a Total Return strategy. The firm manages investments on behalf of clients through separately managed, third-party accounts that can be independently verified. The firm distinguishes itself by its commitment to transparency and client engagement. They conduct weekly investment meetings at their downtown office on Bishop Street, allowing clients to observe their portfolio management process. Diamond Head Financial Advisors emphasizes personalized attention, actively listening to client input and explaining investment strategies in an accessible manner. For more information about Diamond Head Financial Advisors and their investment services, visit their website at diamondheadfinancial.com.
Diamond Head Financial Advisors Industry Tags
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
3M | 1 | Scottsdale, AZ | 2012 | |
3M | 6 | Dallas, TX | 2014 | |
3M | 3 | Urban Honolulu, HI | ||
3M | 3 | Defiance, OH | 1995 | |
3M |