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Laulima Family Offices, LLC (Honolulu)


Laulima Family Offices, LLC is a large advisory firm based in Honolulu. It manages $307.13 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Hawaii.

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Laulima Family Offices provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and estate and tax planning and tax compliance. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Laulima Family Offices: assets under management

The assets under management (AUM) of Laulima Family Offices, LLC is $307.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $307.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Laulima Family Offices, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Laulima Family Offices, LLC performs its advisory services is located at 1003 Bishop St., Honolulu, HI 96813, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-394-8120 or by fax 808-394-6923. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at laulimafamilies.com.


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