Overview
Assets Under Management: $248 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 1
Average Client Assets: $109 million
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: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.83
Average High-Net-Worth Client Assets: $109 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