La Honda Advisors LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
165045
Registered since
July 15, 2013

Firm profile

FINTRX

Overview

La Honda Advisors LLC is organized as a limited liability company and has been SEC-registered since 2013. FINTRX classifies the firm as an investment bank and lists its owner type as an individual. The dataset indicates the firm is not a multi-state adviser, not a pension consultant, and is not identified as a related adviser. The firm does not report being a capital allocator and is not marked as an active ESG investor. FINTRX does not provide detail on the firm's advisory activities, fee structure, or typical client types in the supplied data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Anne De La Cerda

    Consulting CFO/ControllerCRD 7692750

Contacts

3 of 6
  • Edward Smith

    OwnerCRD 3143679

  • David Ketsdever

    David Ketsdever

    Managing DirectorCRD 1772891

  • Julie Levenson

    Julie Levenson

    PartnerCRD 2087780

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
770 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth