Ohana Advisors Management LLC
Legal Name: OHANA ADVISORS MANAGEMENT, LLC
Full Contact Details
Ohana Advisors Management LLC
899 NORTHGATE DRIVE, SUITE 301, SAN RAFAEL, CA
415-226-4100
415-479-4481
Other Info
Ohana Advisors Management LLC is a California-based limited liability company with 10 employees, four of whom are employed in advisory roles. Its number of clients served is unknown. The firm is SEC approved and has been registered since April 18, 2012.
Ohana Advisors
Boutique and independent multi-family office advising ultra-high net worth families in Marin County and San Francisco. For over 25 years, we have helped clients achieve their personal and financial goals with our custom wealth management services: investment strategy, tax and estate planning, family…
Direct Owners
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COVINGTON DENNIS
FOUNDER & CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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DAVID SCHRADER
MANAGING DIRECTOR owns more than 10% but less than 25%
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EDWARD JOHN SCHNEIDER
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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JOSHUA MARC RICHTER
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%