1950 Young Street Suite 288
Honolulu, Hawaii 96826-2150
Tel: 808-955-8800
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 $182,288,971 assets under management, offering retirement planning & investment advisory services to 1422 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 136984 |
SEC# | 801-64818 |
Assets Managed by Firm | $182,288,971 |
No. of Clients | 1422 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1422 | $182,288,971 |
Individuals (other than high net worth individuals) | 515 | $105,258,419 |
High net worth individuals | 116 | $77,030,552 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,661,270,510 | 1587 | 9 | |
$1,146,955,000 | 27 | 30 | |
$931,260,170 | 1374 | 19 | |
$609,870,822 | 6 | 31 | |
$499,614,568 | 9 | 7 |
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