Asset Management Group Of Bank Of Hawaii
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Learn more about Asset Management Group Of Bank Of Hawaii
Overview
Asset Management Group Of Bank Of Hawaii operates as a financial advisory firm headquartered in Honolulu, Hawaii. Asset Management Group Of Bank Of Hawaii controls $1.1 billion in assets over 27 customer accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). Asset Management Group Of Bank Of Hawaii has a small team, including 6 financial advisors. Asset Management Group Of Bank Of Hawaii is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like stocks, bonds and options.
Asset Management Group Of Bank Of Hawaii oversees all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without requiring the client's authorization. Asset Management Group Of Bank Of Hawaii administers roughly $42.5 million in assets for each client account. The typical financial advisor at Asset Management Group Of Bank Of Hawaii oversees around five client accounts, making it one of the most individualized advisor firms in the country.
The company's central office is at 111 South King Street, Honolulu, Hawaii 96813-4405. The firm is allowed to serve customers in the state of Hawaii.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Asset Management Group Of Bank Of Hawaii by the Numbers
$1.1 billion
30
27
$42.5 million
Fee Structure
Fees for financial advisory services largely vary depending on the type of services provided. Fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to investment companies, state or municipal government entities and other. Out of its 27 clients, Asset Management Group Of Bank Of Hawaii's biggest client type by number of accounts is investment companies. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Asset Management Group Of Bank Of Hawaii does not have any disclosures.
Please visit its Form ADV for more details.
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