Hollyn
Sekiguchi
Silver Oak Wealth Advisors Services, LLC
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About this Advisor
Hollyn Sekiguchi is a financial advisor based in Los Angeles, California, working with Silver Oak Wealth Advisors Services, LLC. Hollyn has previously held positions at Dimensional Fund Advisors, Pepperdine University, High Point University, Banana Republic, Hightower Advisors, LLC, and Silver Oak Wealth Advisors Services, LLC. Hollyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Hollyn is part of Silver Oak Wealth Advisors Services, LLC, which operates out of Los Angeles, California. The firm has 1 office and 5 employees. The firm manages assets totaling $218.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Silver Oak Wealth Advisors Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Wealth Advisors Services, LLC Brokerage Details
$218,219,783
5
532
$410,188
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Hollyn Sekiguchi Work History
Silver Oak Wealth Advisors Services, LLC
Hightower Advisors, LLC
Dimensional Fund Advisors
Dimensional Fund Advisors
Pepperdine University
Banana Republic
High Point University
Disclosures
Please visit the SEC profile of Hollyn Sekiguchi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA
Los Angeles, CA
East Haven, CT
Los Angeles, CA
Los Angeles, CA
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