Sienna
Yoshida
Westside Investment Management, LLC
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About this Advisor
Sienna Yoshida is a financial advisor who works out of Kahului, Hawaii with a total of 9 years of industry experience. Yoshida is currently employed by Westside Investment Management, LLC. Over the course of their career, they have held roles at First Hawaiian Bank, Bancwest Investment Services, Lpl Financial LLC and Westside Investment Management, LLC. Yoshida has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Hawaii. Westside Investment Management, LLC is a registered investment company operating out of Santa Monica, CA. The investment advisory business has offices in two locations and a total of 14 financial advisors. It administers $521 million in assets under management among its 947 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 947 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. 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. Fees charged by financial advisors usually depend on which services are provided. Fees charged by Westside Investment Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westside Investment Management, LLC Brokerage Details
$520,816,284
14
947
$549,964
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 been registered as a financial advisor for 9 years.*
Lpl Financial LLC
Westside Investment Management, LLC
First Hawaiian Bank
Bancwest Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sienna Yoshida 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 Westside Investment Management, LLC
Oklahoma City, OK
Kahului, HI
Kahului, HI
Santa Monica, CA
Oklahoma City, OK
Santa Monica, CA
Santa Monica, CA
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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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