Khlopin Investment Advisors, LLC (Honolulu)

Khlopin Investment Advisors, LLC is an adviser based in Honolulu. It manages $47.8 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2002.

Khlopin Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Khlopin Investment Advisors: assets under management

The assets under management (AUM) of Khlopin Investment Advisors, LLC is $47.8 million. The firm's AUM has grown by 1095% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Khlopin Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.

Careers at Khlopin Investment Advisors, LLC

Roger John Khlopin has served as the Chief Investment Officer since 1 Sep 2003. Martha Algeorge Khlopin joined the executive team most recently as the Pres.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martha Algeorge Khlopin	Pres	1 Feb 2002	75% - 100%	1749464
Roger John Khlopin	Chief investment officer	1 Sep 2003	Other	2073429

Based in Honolulu

The principal office where Khlopin Investment Advisors, LLC performs its advisory services is located at 500 Ala Moana Blvd, Box 70, 7 Waterfront Plaza, Honolulu, HI 96813 The mailing address of the firm is 500 Ala Moana Blvd, Box 70, Honolulu, HI 96813. It doesn’t run an office outside of the United States.