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- Custodian
- Charles Schwab & Company · Merrill Lynch · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2024
- Office Locations
- 1
Office Locations
About 1stto50th LLC
1STTO50TH LLC is a Kailua, HI advisory practice focused on estate and financial planning, investment management, and insurance-related planning. Its process emphasizes goal/risk discovery and a written Investment Policy Statement, using fundamental analysis with a long-term (2–10 year) perspective and regular client updates. Public filings list custodians including Schwab and Merrill Lynch and portfolios that often use U.S. government/agency bonds and equity ETFs.
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Owner & Executives
Leonard Wong Ling Howe Kingsley
Managing Member And Chief Compliance Officer, Trustee For Trusts
- CRD
- #2919715
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $251,851 | -- |
| Total | $251,851 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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