La Honda Advisors LLC

Broker-DealerFINRA MemberEst. 2013
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth