Bankoh Investment Services, Inc. (Honolulu)
Bankoh Investment Services, Inc. is a large advisory firm based in Honolulu. It manages $211.64 million of regulatory assets for 740 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Hawaii.
Bankoh Investment Services provides financial planning services and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Bankoh Investment Services: assets under management
The assets under management (AUM) of Bankoh Investment Services, Inc. is $211.64 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is investment and business development companies, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Bankoh Investment Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Bankoh Investment Services serves?
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Bankoh Investment Services is high net worth individuals with 93 clients and $117.12 million of assets under management. Among the 9 most similar advisory firms, Bankoh Investment Services has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $211.64 million for 406 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bankoh Investment Services doesn't advise any private funds.
Careers at Bankoh Investment Services, Inc.
The company employs 32 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 21 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Honolulu
The principal office where Bankoh Investment Services, Inc. performs its advisory services is located at 130 Merchant Street, Honolulu, HI 96813, which is also the mailing address of the firm. An additional office of the firm is in Aiea, HI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (808) 694-8500 or by fax (808) 694-4878. The normal business hours are 7:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at boh.com/wealth-management/solutions/investment-services.asp.
Registered investment advisers similar to Bankoh Investment Services, Inc.
- Armor Investment Advisors
- Colonial Consulting
- Cerrano Capital Management
- Grt Capital Partners
- Emfo
- Sfg Investment Advisors
- Berenberg Asset Management
- Blue Spruce Global Advisors
- Quantum Capital Management
- Calypso Capital Management
- Pinnacle Holdings
- Oak Asset Management
- Svb Asset Management
- Schieber Financial Group
- Orinda Asset Management