Ge Ratte Asset Management, Llc

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Description

  • GE Ratté Asset Management is an independent investment manager and wealth advisor. We work with individuals and families, small businesses and charitable organizations to provide long term solutions. With over $220 million under supervision, we have clients in Hawaii, New York and across the United States. Our team has over eight decades of combined experience in all areas of investment management and financial planning; we are also the only Hawaii-based independent advisor with two Chartered Financial Analysts (CFAs) on local staff. We are a fee-only Registered Investment Advisor, which means: 1) We have a legal and ethical responsibility to put what is truly best for our clients above all other considerations. 2) The only compensation we receive for our services comes directly from our clients; potential conflicts of interest are minimized.
  • location

    Headquarters:1003 Bishop St Ste 2700 Suite 2817, Honolulu, Hawaii, United States

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  • Ge Ratte Asset Management, Llc phone

    Phone Number: +1 808-208-8088

  • Ge Ratte Asset Management, Llc website

    Website: https://www.geratte.com

  • Ge Ratte Asset Management, Llc employees

    Employees:2

  • Ge Ratte Asset Management, Llc revenue

    Revenue:$1 - 10M

  • Ge Ratte Asset Management, Llc legal name

    Legal Name:Ge Ratte Asset Management, Llc

  • Ge Ratte Asset Management, Llc's Social Media

    Ge Ratte Asset Management, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 523920  |

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Person level website identification

Chief Creative Officer for Ge Ratte Asset Management, Llc

Diana Wehrly

Chief Creative Officer

Person level website visitor identification

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View Employees

Diana Wehrly

Chief Creative Officer

Teri Holomalia

Director Of Client Services

Frequently Asked Questions regarding Ge Ratte Asset Management, Llc

  • Where are Ge Ratte Asset Management, Llc's Headquarters?

    Ge Ratte Asset Management, Llc's Headquarters are in 1003 Bishop St Ste 2700 Suite 2817,Honolulu,Hawaii,United States

  • What is Ge Ratte Asset Management, Llc's phone number?

    Ge Ratte Asset Management, Llc's phone number is +1 808-208-8088

  • What is Ge Ratte Asset Management, Llc's official website?

    Ge Ratte Asset Management, Llc's official website is https://www.geratte.com

  • What is Ge Ratte Asset Management, Llc's Revenue?

    Ge Ratte Asset Management, Llc's revenue is $1 - 10M

  • What is Ge Ratte Asset Management, Llc's NAICS code?

    Ge Ratte Asset Management, Llc's NAICS code is 523920

  • How many employees are working in Ge Ratte Asset Management, Llc

    Ge Ratte Asset Management, Llc has 2 employees

  • What is Ge Ratte Asset Management, Llc's Industry?

    Ge Ratte Asset Management, Llc is in the industry of Investment Management

  • Who is Ge Ratte Asset Management, Llc's Chief Creative Officer?

    Ge Ratte Asset Management, Llc's Chief Creative Officer is Diana Wehrly

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