Honua Investment Management, Inc. (Honolulu)


Honua Investment Management, Inc. is a large advisory firm based in Honolulu. It manages $31.02 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Hawaii.

Honua Investment Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Honua Investment Management: assets under management

The assets under management (AUM) of Honua Investment Management, Inc. is $31.02 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $31.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Honua Investment Management, Inc. for their services and products based on a percentage of assets under management. 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 Honua Investment Management, Inc.

Jong Dae Won has been acting as President since 1 May 2005. Ltd. Honua Securities Co. joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Seung Tae Jang Director; president 1 May 2005 Other 5100251
Steve Kuntae Kim Director; vice president 1 May 2005 Other 1672576
Christopher Chang Ik Whang Sec/treas; coo, cco 1 May 2005 Other 2845595
Jong Dae Won Director 1 May 2005 Other 5101475
Ltd. Honua Securities Co. Shareholder 1 Feb 2006 75% - 100% foreign

Based in Honolulu

The principal office where Honua Investment Management, Inc. performs its advisory services is located at 1601 Kapiolani Boulevard, Honolulu, HI 96814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-949-9988 or by fax 808-949-9909. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday.