OHANA ADVISORS

  • Financial Services
  • San Rafael CA
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
101 Lucas Valley Rd 202, San Rafael CA
Website
ohanaadvisors.com
Phone
(415) 226-4170
Employees
13
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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Who is OHANA ADVISORS

Ohana Advisors is a United States-based company located in San Rafael, California. With 13 employees, the firm manages a revenue of $5 million. Ohana Advisors specializes in providing comprehensive financial guidance to ultra-high net worth families. Their services encompass investment management, thorough due diligence on diverse investment opportunities, and expert advice on complex business, financial planning, and personal matters. The company distinguishes itself through its extensive experience, deep understanding of the unique needs of high-net-worth families, and commitment to acting as trusted confidants. Ohana Advisors prides itself on its ability to manage the administrative complexities often associated with significant wealth, allowing clients to focus on their personal and financial goals. For more information about Ohana Advisors and their services, please visit their website at ohanaadvisors.com.

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FAQ

What is the location of OHANA ADVISORS's headquarters?
The headquarters of OHANA ADVISORS are situated at 101 Lucas Valley Rd 202, San Rafael CA
What is OHANA ADVISORS's phone number?
OHANA ADVISORS's contact number is (415) 226-4170.
What is OHANA ADVISORS's official website?
The official website of OHANA ADVISORS can be found at ohanaadvisors.com.
What is OHANA ADVISORS's current revenue?
As of February 2019, OHANA ADVISORS's annual revenue reached $5B.
How many employees does OHANA ADVISORS currently have?
OHANA ADVISORS employs approximately 13+ people as of February 2019
Which industries is OHANA ADVISORS primarily operating in?
OHANA ADVISORS operates in the following industries: Finance, Credit

Employee Directory

Key Employees

John Schneider

Managing Partner & COO

Phone Email

Joshua Richter

Chief Investment Officer

Phone Email

Natalia Tomita

Investment Operations Associate

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