CRD: 149158
Diamond Head Financial Advisors LLC
Honolulu, HI
8084295543
$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
3 Employees
66 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2009
- Office Locations
- 1
Office Locations
1100 Alakea ST Suite 1910 Honolulu HI
About Diamond Head Financial Advisors LLC
Diamond Head Financial Advisors LLC is a Honolulu-based RIA. The firm has been operating for 16 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
50 AVG AGE
$52.0M AVG AUM / ADVISOR
$787.8K AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
See the complete signal summary connected to peak.
Unlock to see real insight on focus ridge.
Premium access reveals conviction themes in alpha crest.
Upgrade to reveal position-level detail across vertex glacier.
Unlock to compare peer behavior around element alpha.
Full visibility includes strategy notes for timber foundation.
Upgrade to reveal position-level detail across vital vector.
Unlock to compare peer behavior around delta fusion.
Asset Classes
Wave Optima timber
Client Personas
Summit
Investment Vehicles
Frontier quantum
Services
Fusion harbor Delta Value ridge
Owner & Executives
STEVEN EDWARD CONNELL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1096568
- Ownership
- 75% or more
(327) 876-1765
atlas.signal@deltacapital.com
in linkedin.com/in/element-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,995,020 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,995,020 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $51,995,020
Equity - Exchange:
60.8% Cash:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,089,163,694 | 60.8% |
| Cash | $3,281,171,329 | 39.2% |
| Total | $8,370,335,023 | 100.0% |