Stadia Financial LLC
Firm details
- Headquarters
- Kamuela, Hawaii
- CRD number
- 328171
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stadia Financial LLC operates as a limited liability company focused on providing financial planning and portfolio management services. The firm caters primarily to individuals and small businesses, as well as pooled investment vehicles. Their approach includes educational seminars and workshops aimed at enhancing client understanding of financial matters. While they do not actively engage in ESG investing, their investment strategy encompasses a variety of asset classes, reflecting a diverse approach to wealth management.
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
3 of 8
Ken Steria
Investment AdvisorCRD 3240375
Kari Clark
Investment Advisor RepresentativeCRD 4428828
David Ahn
Investment ConsultingCRD 7854866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kamuela, HI
Hawaii
Location
Kamuela, HI
Headquartered in Kamuela, HI, in the West of the United States.
- Region
- West
- County
- Hawaii
- Address
- 65 1230 Mamalahoa Hwy
- Time zone
- HT (UTC-10)
- Office locations
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