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Building 2INVESTMENT MANAGEMENT HAWAII

Map pinHONOLULU, HI
Phone808-548-0105
NotebookSEC #801-77597
Total AUM
$143.7M
Employees
3
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1314 S. KING STREET
SUITE 860
HONOLULU
HI 96814
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
808-548-0105

ReceiptFinancials

Total AUM
$143.7M
Accounts
175
Discretionary
$143.7M
Accounts
175
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$23.8M
HNW Individual Clients
12
AUM
$17.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
25
AUM
$102M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
HI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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