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FIRM PROFILE
Overview
LA HONDA ADVISORS LLC is located at 770 Menlo Avenue, Suite 230, Menlo Park, CA 94025 and was first established at San Francisco, California in 09/20/2011. After operating for 14 years, LA HONDA ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LA HONDA ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. LA HONDA ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LA HONDA ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LA HONDA ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LA HONDA ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LA HONDA ADVISORS LLC Comes From
Understanding the Statistics for LA HONDA ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
770 Menlo Avenue, Suite 230, Menlo Park, CA 94025
83 Marymont Ave., Atherton, CA 94027
Small
(650) 400-1068
California since 09/20/2011
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at LA HONDA ADVISORS LLC
David Todd Ketsdever
Julie Jo Levenson
Zachary Tyler Wells
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