Mahalo Advisory Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144793
- Website
- masmfs.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.43%
- HNWI28.11%
- Charitable Organizations9.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mahalo Advisory Services, LLC is an independent, California-registered limited liability company that provides financial planning and portfolio management for individuals, families and small businesses. The firm is individually owned and bills clients using a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its stated advisory activities focus on financial planning and discretionary or non-discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor.
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
Asset composition
- Exchange Traded Equities96%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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