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Building 2BANKOH ADVISORS

Map pinHONOLULU, HI
Phone(808) 694-8500
NotebookSEC #801-105480
Total AUM
$398.5M
Employees
35
Clients
733

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 MERCHANT STREET
CC #475
HONOLULU
HI 96813
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Phone
(808) 694-8500
Other Offices
21

ReceiptFinancials

Total AUM
$398.5M
Accounts
1,252
Discretionary
$0
Accounts
0
Non-Discretionary
$398.5M
Accounts
1,252

ContactClients

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Individual Clients
588
AUM
$160.6M
HNW Individual Clients
108
AUM
$209.5M
Pension/Profit Sharing Plan Clients
16
AUM
$14.9M
Charitable Organization Clients
3
AUM
$4.3M
Corporation or Business Clients
18
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINVTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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