MOLOKAI ADVISORS
Firm details
- Headquarters
- RED BANK, New Jersey
- CRD number
- 336242
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Commissions
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Molokai Advisors is organized as a limited liability company and is identified in FINTRX as an unclassified investment adviser that functions as a capital allocator. The firm provides a range of advisory services that span portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses or institutional clients, pension consulting, and the selection of other advisers. It also produces periodicals or newsletters and runs educational seminars or workshops. Its fee schedule, as reported, includes percentage-of-AUM fees, subscription fees, fixed fees, and commissions — the inclusion of subscription fees points to involvement with private fund or subscription-based vehicles. Molokai Advisors is not identified as an active ESG investor and is not listed as a multi-state adviser or a newly formed adviser in the FINTRX record. Industry affiliations include roles as an investment adviser and sponsor as well as acting as general partner or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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 1MICHAEL MILLS
Chief Executive OfficerCRD 3277506
Contacts
2 of 2Thomas Gallagher
Head of SalesCRD 2256480
Melissa Bickerstaff
Registered RepresentativeCRD 6976229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RED BANK, NJ
MONMOUTH
Location
RED BANK, NJ
Headquartered in RED BANK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 140 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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