ECS Wealth Strategies
Firm details
- Headquarters
- Honolulu, Hawaii
- CRD number
- 316061
- Website
- ecswealth.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Daniel Hartenstein
Co-FounderCRD 4532917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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