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BANKOH ADVISORS
130 Merchant Street
Cc #475
Honolulu, Hawaii 96813
Tel: (808) 694-8500
About BANKOH ADVISORS
BANKOH ADVISORS, formally registered with the SEC as BANKOH ADVISORS. The firm was established in 08/12/2015. They have over 22 offices throughout the country.
BANKOH ADVISORS is a Honolulu, Hawaii based Financial Planning firm with nearly $318,211,078 assets under management, offering retirement planning & investment advisory services to 1177 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 29280 |
| SEC# | 801-105480 |
| Assets Managed by Firm | $318,211,078 |
| No. of Clients | 1177 |
| No. of Advisors | 35 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1177 | $318,211,078 |
| Individuals (other than high net worth individuals) | 625 | $177,936,358 |
| High net worth individuals | 71 | $113,287,451 |
| Pension and profit sharing plans | 11 | $10,284,958 |
| Charitable organizations | 3 | $3,132,643 |
| Corporations or other businesses | 16 | $13,569,668 |
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