Ohana Advisors Management, LLC
California
Registered In
05/21/2010
Incorp. Date
Company Summary
Ohana Advisors Management, LLC at 101 Lucas Valley Rd STE 202, San Rafael, Ca 94903 lists Joshua Marc Richter and Edward John Schneider of San Rafael, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Lisa Moreci
Individual Agent
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101 LUCAS VALLEY RD STE 202, SAN RAFAEL, CA 94903
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Joshua Marc Richter
Manager
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101 LUCAS VALLEY RD STE 202, SAN RAFAEL, CA 94903
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Edward John Schneider
Manager
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101 LUCAS VALLEY RD STE 202, SAN RAFAEL, CA 94903
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101 LUCAS VALLEY RD STE 202, SAN RAFAEL, CA 94903
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Financial Information for Ohana Advisors Management, LLC
Form 5500
OHANA ADVISORS MANAGEMENT, LLC
101 Lucas Valley Road, Suite 202, San Rafael, Ca 94903 (415) 226-4170 EIN:27-2658055 Plan Admin:Edward John Schneider IV| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameOHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$589,562 / $703,994 | 2022 | OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST - Plan #001 | 12 / 12 | $589,562 / $703,994 |
| 2021 | Plan NameOHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$232,420 / $589,562 | 2021 | OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST - Plan #001 | 10 / 12 | $232,420 / $589,562 |
| 2020 | Plan NameOHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$0 / $232,420 | 2020 | OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST - Plan #001 | 10 / 10 | $0 / $232,420 |
Benefit & Retirement Plans based on Form 5500.
Address Match:101 Lucas Valley Rd San Rafael, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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