Molokai Advisors
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 336242
- Website
- molokai-group.com
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Commissions
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Molokai Advisors is organized as a limited liability company and operates as an independent registered investment adviser. The firm reports active SEC registration (registration year not provided) and is state-registered in New Jersey. Ownership is listed as individual, and the firm identifies itself as a capital allocator. Services and fee arrangements are broad: Molokai Advisors charges based on a percentage of assets under management and may also use subscription fees, fixed fees and commissions. Its advisory activities span portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional clients. The firm also lists services related to pension consulting, the selection of other advisers, and the production of periodicals or newsletters alongside educational seminars and workshops. Industry affiliations include roles as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles. The firm does not describe itself as an active ESG investor, and it is not identified as a multi-state or newly formed adviser.
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
Owners & executives
1 of 1Michael Mills
Chief Executive OfficerCRD 3277506
Contacts
2 of 2
Melissa Bickerstaff
Registered RepresentativeCRD 6976229

Thomas Gallagher
Head of SalesCRD 2256480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 140 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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