Sienna
Yoshida

Westside Investment Management, Inc

CRD#3217359
Investment Advisor
in Kahului, HI

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About this Advisor

Sienna Yoshida is a financial advisor who works out of Kahului, Hawaii, with 17 years in the industry. Yoshida is currently employed by Westside Investment Management, Inc. The advisor has gained experience at Bankoh Investment Services, Inc, First Hawaiian Bank, Bancwest Investment Services, Lpl Financial LLC and Westside Investment Management, LLC. Yoshida maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Hawaii. Westside Investment Management, Inc is a registered investment business that has its headquarters in Kahului, Hawaii. The company has offices in two locations and a total of eight people on staff. It manages $627 million in assets between its 1,053 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,053 accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fees charged by Westside Investment Management, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Kahului Office Center 140 Hoohana St., Ste.320
Kahului, HI 96732

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Westside Investment Management, Inc Brokerage Details

Total Assets Under Management

$626,897,512

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

8

HI Average: 43
Total Number of Accounts

1,053

HI Average: 3,727
Average Account Size

$595,344

HI Average: $2,033,427

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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
  • Other

Sienna Yoshida Work History

Sienna has 17 years of experience.

2013 - Present (8 years)

Lpl Financial LLC

2013 - Present (8 years)

Westside Investment Management, LLC

2012 - 2013 (1 year)

First Hawaiian Bank

2012 - 2013 (1 year)

Bancwest Investment Services

2003 - 2012 (9 years)

Bankoh Investment Services, Inc

Disclosures

Sienna Yoshida has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Westside Investment Management, Inc

Mark Cohen
Santa Monica, CA
Walter O'Brien
Kahului, HI
Sky Rylant
Oklahoma City, OK
James Frawley
Santa Monica, CA
Vetea Ribet
Santa Monica, CA
David Clark
Oklahoma City, OK
Noah Cornish
Oklahoma City, OK
Sienna Yoshida
Kahului, HI

This content was compiled from the SEC and FINRA.

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