Hollyn
Sekiguchi

Silver Oak Wealth Advisors Services, LLC

CRD#6929041
Investment Advisor
in Los Angeles, CA

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10940 Wilshire Blvd Suite 975
Los Angeles, CA 90024

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Silver Oak Wealth Advisors Services, LLC Brokerage Details

Total Assets Under Management

$218,219,783

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

532

CA Average: 3,727
Average Account Size

$410,188

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Hollyn Sekiguchi Work History

2022 - Present (2 years)

Silver Oak Wealth Advisors Services, LLC

2020 - 2022 (2 years)

Hightower Advisors, LLC

2017 - 2019 (2 years)

Dimensional Fund Advisors

2016 - 2016 (< 1 year)

Dimensional Fund Advisors

2015 - 2017 (2 years)

Pepperdine University

2014 - 2014 (< 1 year)

Banana Republic

2013 - 2015 (2 years)

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

Laura Robayo
Los Angeles, CA
Hollyn Sekiguchi
Los Angeles, CA
Alyssa Crews
East Haven, CT
Eric Bruck
Los Angeles, CA
Shufan Cao
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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