MOLOKAI ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

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
  • MICHAEL MILLS

    Chief Executive OfficerCRD 3277506

Contacts

2 of 2
  • Thomas Gallagher

    Head of SalesCRD 2256480

  • Melissa Bickerstaff

    Registered RepresentativeCRD 6976229

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth