Ohana Advisors, LLC
Financial Services
United States
15 employees
- Employees
- 15
- Contacts
- 4
- Emails
- 4
Ohana Advisors, LLC Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- ohanaadvisors.com
- Industry
- Financial Services
- Employees
- 15
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Ohana Advisors, LLC
For over 25 years, Ohana has advised ultra-high net worth families on all aspects of their lives. We are trusted and deeply experienced investment managers conducting thorough diligence of diverse investment opportunities. We serve as confidants to families facing complex business, financial planning, and personal decisions. Our dedicated team oversees the myriad of administrative responsibilities that often come with significant wealth. Ohana’s extensive capabilities and suite of tailored services help our clients meet their ambitious personal and financial goals.
Ohana Advisors, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Ohana Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lisa (De Marchi) Moreci | Director | San Francisco Bay Area, United States |
Email
|
| E. John Schneider Iv | Managing Partner @ Ohana Advisors | San Francisco Bay Area, United States |
Email
|
| Joshua Richter | Chief Investment Officer at Ohana | San Francisco Bay Area, United States |
Email
|
| Cristina Rosales | Client Service Operations Analyst | San Francisco Bay Area, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Manager
2 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
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