Naaleialoha
Keaunui
Bankoh Investment Services, Inc
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About this Advisor
Naaleialoha Keaunui is a financial advisor based in Honolulu, Hawaii, working with Bankoh Investment Services, Inc. Naaleialoha has previously held positions at Lpl Financial, Central Pacific Bank, and Bankoh Investment Services, Inc. Naaleialoha has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Hawaii. Currently, Naaleialoha is part of Bankoh Investment Services, Inc, which operates out of Honolulu, Hawaii. The firm has 21 offices and 37 employees. The firm manages assets totaling $343.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bankoh Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bankoh Investment Services, Inc Brokerage Details
$343,717,362
37
1,202
$285,955
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
Naaleialoha Keaunui Work History
Bankoh Investment Services, Inc
Lpl Financial
Central Pacific Bank
Disclosures
Please visit the SEC profile of Naaleialoha Keaunui 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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