Cadinha & Co LLC is a large advisory firm based in Honolulu. It manages $1.43 billion of regulatory assets for 4,632 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 36 other states.
Cadinha & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cadinha & Co LLC is $1.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 118% since the beginning of its operation, and $4.4 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cadinha & Co LLC for their services and products based on a percentage of assets under management and hourly charges. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Harlan Joseph Cadinha is individuals with 3,558 clients and $686.61 million of assets under management. Among the 5 most similar advisory firms, Cadinha & has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.41 billion for 3,835 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Cadinha & doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Harlan Joseph Cadinha has been acting as President since 1 Dec 2006. Arthur Jacques Mallet joined the executive team most recently as the Executive Vice President.
The principal office where Cadinha & Co LLC performs its advisory services is located at 900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813 3713, which is also the mailing address of the firm. An additional office of the firm is in Park City, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 808-523-9488 or by fax 808-526-9725. The normal business hours are 7:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at cadinha.com.