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CRD#: 165045
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

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.

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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

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
770 Menlo Avenue, Suite 230, Menlo Park, CA 94025
Mailing Address
83 Marymont Ave., Atherton, CA 94027
Firm Size
Small
Phone Number
(650) 400-1068
Established
California since 09/20/2011
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
KETSDEVER, DAVID TODDMEMBER, EXECUTIVE REPRESENTATIVE1772891
LEVENSON, JULIE JOMEMBER, CCO2087780
SMITH, EDWARD MERRILLFINOP CFO3143679

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at LA HONDA ADVISORS LLC

DK

David Todd Ketsdever

RR
CRD#: 1772891
Location:
Palo Alto, CA 94301
Company:
LA HONDA ADVISORS LLC
Disclosures:
Experience:
38 years
View Profile
JL

Julie Jo Levenson

RR
CRD#: 2087780
Location:
Palo Alto, CA 94301
Company:
LA HONDA ADVISORS LLC
Disclosures:
Experience:
35 years
View Profile
ZW

Zachary Tyler Wells

RR
CRD#: 7755086
Location:
Menlo Park, CA 94025
Company:
LA HONDA ADVISORS LLC
Disclosures:
Experience:
1 year
View Profile
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