Laulima Families, LLC is a large advisory firm based in Honolulu. It manages $167 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Hawaii.
Laulima Families provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and estate and tax planning. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Laulima Families, LLC is $167 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Laulima Families, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Laulima Families, LLC performs its advisory services is located at 266 Lunalilo Home Road, Honolulu, HI 96825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 808-394-6922 or by fax 808-394-6923. The normal business hours are 8:00 to 5:00 on Monday - Friday.