ANDREWS ADVISORY ASSOCIATES, LLC
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 118957
- Registered since
- April 20, 2006
- Website
- www.andrewsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.29%
- Individuals19.08%
- Pension & Profit Sharing Plans18.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Andrews Advisory Associates, LLC is an independent, SEC-registered registered investment adviser organized as an LLC (SEC-registered in 2006) and owned by an individual. The firm advises both individuals/families and institutional clients. Its billing models include asset-based fees, hourly charges and fixed fees. Core advisory services listed on filings are financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm is not designated as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities27%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 4CHRISTINA BROWN
Operations ManagerCRD 3178052
Scott Tonai
Wealth ManagerCRD 6619125
Owen Lahr
Client Service SpecialistCRD 7990221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$145M in ETFs
46%
$66.6M
51%
$78.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $24.7M | 542,518 | 17.09% |
Location
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 1003 Bishop St
- Time zone
- HT (UTC-10)
- Office locations
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