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Owen Lahr

Investment adviser representative at Andrews Advisory Associates, LLC
11 yearsExperience
1 stateRegistered in
$268.6MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Andrews Advisory Associates, LLCOct 2023 to now
  2. Hawaii Boat ClubAug 2021 to Nov 2022
  3. Kaneohe Yacht ClubJun 2021 to Oct 2023
  4. Vector Marketing CutcoDec 2020 to Feb 2021
  5. University of HawaiiAug 2019 to May 2023
  6. Amador Valley High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (HI).

Andrews Advisory Associates, LLC

$268.6MAssets managed
263Clients
4Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7990221
Firm CRD
118957
Advisor's SEC record (opens in a new tab)
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