YIM INVESTMENT MANAGEMENT, LLC

1950 Young Street Suite 288
Honolulu, Hawaii 96826-2150
Tel: 808-955-8800

About YIM INVESTMENT MANAGEMENT, LLC

YIM INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as YIM INVESTMENT MANAGEMENT, LLC. The firm was established in 12/01/2005. They have over 1 offices throughout the country.

YIM INVESTMENT MANAGEMENT, LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $241,801,165 assets under management, offering retirement planning & investment advisory services to 1456 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136984
SEC#	801-64818
Assets Managed by Firm	$241,801,165
No. of Clients	1456
No. of Advisors	6

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1456	$241,801,165
Individuals (other than high net worth individuals)	397	$117,541,950
High net worth individuals	78	$124,259,215

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