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KAHALA FINANCIAL ADVISORS, LLC

CRD 108564 · SEC 801-110741

Visit website

4211 WAIALAE AVE, SUITE 407, HONOLULU, HI, 96816, United States

Phone

808-734-7665

Fax

808-735-7110

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$203.4M

Discretionary AUM

$203.4M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals162$202.4M
Charitable organizations1$980K

States served

CA, HI

All web addresses on file

Official SEC filing: View on IAPD