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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 $343,717,362 assets under management, offering retirement planning & investment advisory services to 1202 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 29280 |
| SEC# | 801-105480 |
| Assets Managed by Firm | $343,717,362 |
| No. of Clients | 1202 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1202 | $343,717,362 |
| Individuals (other than high net worth individuals) | 590 | $177,914,163 |
| High net worth individuals | 83 | $140,939,460 |
| Pension and profit sharing plans | 16 | $12,585,064 |
| Charitable organizations | 3 | $3,451,170 |
| Corporations or other businesses | 19 | $8,827,505 |
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