Tsuyoshi
Tsurumi
Bankoh Investment Services, Inc
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About this Advisor
Tsuyoshi Tsurumi is a financial advisor operating out of Honolulu, Hawaii who has 1 year of industry experience. Tsurumi works at Bankoh Investment Services, Inc. During their career, Tsurumi has held roles at First Hawaiian Bank, Hawall Tokai International College, S&P Partners LLC, Raymond James Financial Services, Inc, First Hawiian Advisors, Raymond James Financial Services Advisors, Inc and Bankoh Investment Services, Inc. Tsurumi maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Hawaii. Bankoh Investment Services, Inc is a company that has its headquarters in Honolulu, HI. The investment advisory business has offices in 21 locations and a total of 35 advisors. It handles $318 million in assets between its 1,177 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to three charities and foundations. Of its 1,177 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually depend on the type of services offered. However, fees billed by Bankoh Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankoh Investment Services, Inc Brokerage Details
$318,211,078
35
1,177
$270,358
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
Tsuyoshi Tsurumi Work History
Tsuyoshi has been registered as a financial advisor for 1 years.*
Bankoh Investment Services, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
First Hawaiian Bank
First Hawiian Advisors
S&P Partners LLC
Hawall Tokai International College
First Hawaiian Bank
*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 Tsuyoshi Tsurumi 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 Bankoh Advisors
Kapolei, HI
Honolulu, HI
Lihue, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
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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