La Honda Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
165045
Registered since
July 15, 2013

Firm profile

FINTRX

Overview

La Honda Advisors LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is held by an individual. The firm does not identify itself as a capital allocator and is not described as an active ESG investor. The dataset also indicates the firm is not a multi-state adviser, not a pension consultant, and not flagged as a related adviser.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Anne De La Cerda

    Consulting CFO/ControllerCRD 7692750

Contacts

3 of 6
  • Edward Smith

    OwnerCRD 3143679

  • David Ketsdever

    David Ketsdever

    Managing DirectorCRD 1772891

  • Julie Levenson

    Julie Levenson

    PartnerCRD 2087780

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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

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
770 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth