Ohana Advisors Management LLC
Legal Name: OHANA ADVISORS MANAGEMENT, LLC
899 NORTHGATE DRIVE, SUITE 301, SAN RAFAEL, CA
Full Contact Details
Other Info
Ohana Advisors Management LLC is legally known as OHANA ADVISORS MANAGEMENT, LLC. It is a CA Limited Liability Company. This firm has 10 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 18, 2012.
Direct Owners
-
COVINGTON DENNIS
FOUNDER & CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
-
DAVID SCHRADER
MANAGING DIRECTOR owns more than 10% but less than 25%
-
EDWARD JOHN SCHNEIDER
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
JOSHUA MARC RICHTER
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
Firms Located Nearby
- O'Donnell Financial Services LLC
- KCM Investment Advisors LLC
- Stewart Wealth Management Inc
- Jocelyn Investment Management LLC
- Marin Wealth Advisors LLC
- Lateef Investment Management LP
- Taddei Ludwig & Associates Inc
- Polaris Greystone Financial Group LLC
- LYLE Allan GLEN
- Hutchinson & Ziegler Financial Advisors Inc