La Honda Advisors LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 165045
- Registered since
- July 15, 2013
- Website
- www.lahondaadvisors.com
Firm profile
FINTRXOverview
La Honda Advisors LLC is an LLC that registered with the SEC in 2013 and is classified in the dataset as an investment bank. The firm is owned by an individual and the available profile flags indicate it is not a capital allocator and is not identified as an active ESG investor. Several adviser-related designations are negative on the record: it is not listed as a multi-state adviser, not a pension consultant, and not a related adviser. Public filings and the FINTRX snapshot provide very limited detail on La Honda Advisors’ operating lines, advisory activities, client segments or fee schedules. The firm has not supplied narrative information about its business activities or affiliations in the source dataset, so the public view is primarily limited to entity type and regulatory status.
Assets & Accounts
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
Owners & executives
1 of 1Anne De La Cerda
Consulting CFO/ControllerCRD 7692750
Contacts
3 of 6Edward Smith
OwnerCRD 3143679

David Ketsdever
Managing DirectorCRD 1772891

Julie Levenson
PartnerCRD 2087780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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