$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Alpha quantumGlacier bridge
- Established Date
- 06-01-2007
- Office Locations
- 1
Office Locations
-- Huntington Beach CA
About Mahalo Advisory Services, LLC
Mahalo Advisory Services is an independent California RIA focused on retirement income planning, tax-aware portfolio positioning, and planning-led advice for individuals and small business owners. The firm builds primarily ETF-based portfolios and offers personal tax reviews and business tax-savings guidance alongside ongoing wealth management. Custody is through Altruist.
Team overview
59 AVG AGE
$3.1M AVG AUM / ADVISOR
$93.6K AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Crest delta Foundation crest
Client Personas
Foundation
Investment Themes
Vertex radial Quantum
Investment Vehicles
Insight
Services
Bridge vital Focus horizon Beacon Ridge Signal peak North
Technology
Foundation Radial
Owner & Executives
J
Julie Ruth Gibbs
Advisor, Co-Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(479) 424-5549
matrix.oak@unisoncapital.com
in linkedin.com/in/crest-meridian
S
STEPHEN DAVID GIBBS
Chief Compliance Officer, Managing Member, President
- CRD
- #2660842
- Ownership
- 50% but less than 75%
(980) 495-7288
quantum.delta@crestcapital.com
in linkedin.com/in/alpha-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,090,231 | -- |
| Total | $3,090,231 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,090,231
Equity - Exchange:
48.3% Cash:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,325,922,469 | 48.3% |
| Cash | $4,630,438,751 | 51.7% |
| Total | $8,956,361,220 | 100.0% |