He'e Nalu Investing, Inc. (Torrance)


He'e Nalu Investing, Inc. is a related adviser based in Torrance. It manages $9.6 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

He'e Nalu Investing provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

He'e Nalu Investing: assets under management

The assets under management (AUM) of He'e Nalu Investing, Inc. is $9.6 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $8.4 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay He'e Nalu Investing, Inc. for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Torrance

The principal office where He'e Nalu Investing, Inc. performs its advisory services is located at 2404 Faircross Street, Torrance, CA 90505 The mailing address of the firm is 2785 Pacific Coast Highway, Torrance, CA 90505 7066. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-220-0141. The normal business hours are 9am to 5pm on Monday - Friday.

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