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 RIA structured as an LLC that has been SEC-registered since 2006. The firm serves both individuals/families and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ownership is listed as individual, and the firm charges fees on a percentage-of-AUM basis while also offering hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser in the available data.
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
Travis Tsukayama
OwnerCRD 6705780
Scott Tonai
Wealth ManagerCRD 6619125
Christina Brown
Operations ManagerCRD 3178052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$164M in ETFs
46%
$74.6M
52%
$89.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $27.9M | 39,790 | 17.02% |
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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