Alvin
Abe

Ae Wealth Management, LLC

CRD#1681818
Investment Advisor
in Kahului, HI

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About this Advisor

Alvin Abe is a financial advisor based in Kahului, Hawaii, with a total of 32 years of professional experience. Abe is an advisor for Ae Wealth Management, LLC. During their career, Abe has held roles at E.A. Buck Insurance, Inc, H. Beck, Inc, Sammons Securities Co., LLC, Spc, Parkland Securities, Madison Avenue Securities, LLC and Ae Wealth Management, LLC. Abe maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Hawaii. Ae Wealth Management, LLC is a registered investment business operating in Kahului, Hawaii. The firm has offices in 323 locations and a total of 475 financial advisors. It has $9 billion in assets among its 74,292 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 74,292 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. Ae Wealth Management, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees vary depending on the financial services. However, fees charged by Ae Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

33 Lono Avenue Suite 310
Kahului, HI 96732

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

HI Average: $2,243,162,756
Total Number of Employees

475

HI Average: 44
Total Number of Accounts

74,292

HI Average: 4,091
Average Account Size

$115,541

HI Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alvin Abe Work History

Alvin has 32 years of experience.

2019 - Present (2 years)

Madison Avenue Securities, LLC

2019 - Present (2 years)

Ae Wealth Management, LLC

1988 - Present (33 years)

E.A. Buck Insurance, Inc

2014 - 2019 (5 years)

Parkland Securities

2011 - 2014 (3 years)

Sammons Securities Co., LLC

2011 - 2019 (8 years)

Spc

2001 - 2011 (10 years)

H. Beck, Inc

Disclosures

Alvin Abe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kevin Thornton
Topeka, KS
Jeffry Cole
Temecula, CA
Thomas Tayton
Chicago, IL
Nathaniel Miller
Topeka, KS
Craig Gordinier
Topeka, KS
Amanda Jager
Elgin, IL
Tanner Wells
Las Vegas, NV
Bradley Barkate
Bakersfield, CA

This content was compiled from the SEC and FINRA.

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