Kenji
Saito
Hbw Advisory Services LLC
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About this Advisor
Kenji Saito is a financial advisor based in Santa Barbara, California, working with Hbw Advisory Services LLC. Kenji has previously held positions at Centaurus Financial, Inc and Hbw Advisory Services LLC. Kenji has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kenji is part of Hbw Advisory Services LLC, which operates out of Santa Barbara, California. The firm has 47 offices and 66 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Hbw Advisory Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hbw Advisory Services LLC Brokerage Details
$1,134,812,630
66
12,974
$87,468
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kenji Saito Work History
Hbw Advisory Services LLC
Centaurus Financial, Inc
Disclosures
Please visit the SEC profile of Kenji Saito 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 Hbw Advisory Services LLC
Simi Valley, CA
Saratoga Springs, NY
Simi Valley, CA
Simi Valley, CA
Simi Valley, CA
Simi Valley, CA
Boise, ID
Simi Valley, 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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