ECS WEALTH STRATEGIES

RIASEC 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

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Overview

ECS Wealth Strategies is an independent, corporation-style Registered Investment Advisor serving both individual/family and institutional clients. The firm operates as a capital allocator and charges clients on a percentage-of-AUM fee basis. Its advisory scope includes financial planning, pension consulting services, selection of other advisers and presentation of educational seminars and workshops. In addition to advisory work, ECS Wealth Strategies conducts insurance brokerage and other financial product sales. Investment approach centers on delegated manager selection and use of pooled vehicles rather than heavy direct security trading. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser, which suggests a regional focus for client coverage and registration.

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

    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