Overview
Assets Under Management: $248 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
YIM INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136984), YIM INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
YIM INVESTMENT MANAGEMENT, LLC is headquartered in HONOLULU, HI.
YIM INVESTMENT MANAGEMENT, LLC serves 79 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, YIM INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
YIM INVESTMENT MANAGEMENT, LLC manages $248 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, YIM INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,650
Discretionary Accounts: 1,647
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 136984
Filing ID: 1957810
Last Filing Date: 2025-03-26 14:29:00
Website: https://yimllc.com