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 registered investment adviser organized as an LLC and SEC-registered since 2006. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Its primary services are financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is delivered through a mix of AUM-based fees, hourly charges, and flat fees. The adviser does not list ESG investing as active and is not identified as a multi-state or capital-allocating adviser.
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 4
Christina 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 44Active vs passive
$160M in ETFs
47%
$74.9M
50%
$85.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $26.4M | 38,501 | 16.53% |
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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