Kevyn
Yonesaki
Acrylic Financial, Inc
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About this Advisor
Kevyn Yonesaki is a financial advisor based in Honolulu, Hawaii, working with Acrylic Financial, Inc. Kevyn has previously held positions at Miel Inc / Yogurstory, Bar Seven, Axa Advisors, LLC, and Equitable Advisors, LLC. Kevyn has passed the Series 66 regulatory exam and is registered to provide services in Hawaii. Currently, Kevyn is part of Acrylic Financial, Inc, which operates out of Honolulu, Hawaii. The firm has 20 offices and 21 employees. The firm manages assets totaling $84.2 million 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 pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Acrylic Financial, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Acrylic Financial, Inc Brokerage Details
$84,168,360
21
463
$181,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevyn Yonesaki Work History
Equitable Advisors, LLC
Axa Advisors, LLC
Miel Inc / Yogurstory
Bar Seven
Disclosures
Please visit the SEC profile of Kevyn Yonesaki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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