Ohana Advisors Revenue

Financial Services • San Rafael, California, United States • 11-20 Employees

Ohana Advisors revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contacts at Ohana Advisors

Hayley Gilbert

Director Of Client Operations & Investments

Lisa Moreci

Director Of Operations/Tax/Administration/Hr

Company overview

Headquarters	101 Lucas Valley Rd, 202, San Rafael, California 94903, US
Phone number	+14152264170
Website	ohanaadvisors.com
NAICS	52
SIC	628
Employees	11-20
Socials

Ohana Advisors Email Formats

Ohana Advisors uses 3 email formats. The most common is {first initial} (e.g., j@ohanaadvisors.com), used 45.5% of the time.

Format	Example	Percentage
{first initial}	j@ohanaadvisors.com	45.5%
{first name}	john@ohanaadvisors.com	27.3%
{first name}{last name}	johndoe@ohanaadvisors.com	27.3%

About Ohana Advisors

For over 25 years, Ohana has advised ultra-high net worth families on all aspects of their lives. We are trusted and deeply experienced investment managers conducting thorough diligence of diverse investment opportunities. We serve as confidants to families facing complex business, financial planning, and personal decisions. Our dedicated team oversees the myriad of administrative responsibilities that often come with significant wealth. Ohana’s extensive capabilities and suite of tailored services help our clients meet their ambitious personal and financial goals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Ohana Advisors has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Ohana Advisors has never raised funding before.

Ohana Advisors Tech Stack

Discover the technologies and tools that power Ohana Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Google Hosted Libraries

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

lit-element

JavaScript libraries

YUI

JavaScript libraries

Frequently asked questions

Ohana Advisors is located in San Rafael, California, US.

You can reach Ohana Advisors at +14152264170.

Ohana Advisors generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Ohana Advisors has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Ohana Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Ohana Advisors

Hayley Gilbert

Director Of Client Operations & Investments

Lisa Moreci

Director Of Operations/Tax/Administration/Hr

4.8

40,000 users