ECS Wealth Strategies

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Honolulu, Hawaii
CRD number
316061
Fee structure
Percentage of AUM
Services
Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ECS Wealth Strategies is organized as a corporation with individual ownership. The firm charges fees based on a percentage of assets under management and describes itself as a capital allocator. Its public-facing activities include insurance brokerage and the sale of other financial products. On the advisory side, ECS Wealth Strategies lists financial planning, pension consulting, selection of other advisers, and educational seminars or workshops among its services. The firm is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Daniel Hartenstein

    Daniel Hartenstein

    Co-FounderCRD 4532917

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Honolulu, HI

Honolulu

Location

Honolulu, HI

Headquartered in Honolulu, HI, in the West of the United States.

Region
West
County
Honolulu
Address
615 Piikoi St
Time zone
HT (UTC-10)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth