FAMILY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 172890
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
Firm profile
FINTRXOverview
Family Wealth Management, LLC operates as a limited liability company focused on offering personalized financial advisory services. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in client engagements. While the firm does not actively pursue ESG investments, it provides a range of investment options tailored to meet the unique needs of its clientele.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1REINALDO DELRIOS
Investment Adviser RepresentativeCRD 2966739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 733 Bishop St
- Time zone
- HT (UTC-10)
- Office locations
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