1STTO50TH LLC
Firm details
- Headquarters
- KAILUA, Hawaii
- CRD number
- 328769
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
1 Stto50 Th Llc operates as a limited liability company focused on providing financial services primarily to individuals and families. The firm engages in portfolio management and offers pension consulting services. With an emphasis on environmental, social, and governance (ESG) investing, 1 Stto50 Th Llc seeks to align its investment strategies with sustainable and responsible practices. The firm is not classified under a specific category but engages in various business activities, including insurance brokerage and the sale of other financial products.
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
Asset composition
- US Government Bonds50%
- Exchange Traded Equities34%
- Cash & Cash Equivalents16%
Contacts
1 of 1Leonard Kingsley
Managing DirectorCRD 2919715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KAILUA, HI
HONOLULU
Location
KAILUA, HI
Headquartered in KAILUA, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 74 Kihapai St
- Time zone
- HT (UTC-10)
- Office locations
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