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Olivia Nha tien Uong

Akamai Capital Advisors

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About Olivia Nha tien Uong

Olivia Nha tien Uong is a Registered Investment Advisor Representative with Akamai Capital Advisors, based in Honolulu, Hawaii. Olivia holds a Series 65 license and has experience in the financial services industry. Olivia's clients include high-net-worth individuals and pooled investment vehicles, and she offers portfolio management for both individuals and pooled investment vehicles.

Firm Information

Olivia Uong is currently registered with Akamai Capital Advisors. Akamai Capital Advisors is an investment advisor with 4 investment advisor representatives and approximately $15,367,460 in regulatory assets under management. The firm provides portfolio management services for individuals and pooled investment vehicles. They have a client base of 74 accounts, including 13 high-net-worth individuals, 28 individuals other than high-net-worth, and 1 pooled investment vehicle.

$15.37M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Olivia Uong’s Registration & Firm History

HI

05/22/2024 - Present

Akamai Capital Advisors (HONOLULU HI)

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Licenses & Designations

IA

Issued 04/30/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olivia Nha tien Uong.
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