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.
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.
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.
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.
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.
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.