Molokai Advisors

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Red Bank, New Jersey
CRD number
336242
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Mills

    Chief Executive OfficerCRD 3277506

Contacts

2 of 2
  • Melissa Bickerstaff

    Melissa Bickerstaff

    Registered RepresentativeCRD 6976229

  • Thomas Gallagher

    Thomas Gallagher

    Head of SalesCRD 2256480

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth