Sienna
Yoshida

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.