Wanistha
Bahar
Bankoh Investment Services, Inc
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About this Advisor
Wanistha Bahar is a financial advisor working in Honolulu, Hawaii with a total of 18 years of relevant experience. Bahar is an advisor for Bankoh Investment Services, Inc. They have worked at Bankoh Investment Services, Inc for their entire career. Bahar holds a Series 63 license, designating them as a securities broker, and can operate in Hawaii. Bankoh Investment Services, Inc is a firm based in Honolulu, HI. The firm has offices in 21 locations and a total of 35 financial advisors. It handles $318 million in total assets among its 1,177 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 1,177 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. Bankoh Investment Services, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely depend on which service is provided. Fees charged 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
Wanistha Bahar Work History
Wanistha has been registered as a financial advisor for 18 years.*
Bankoh Investment Services, Inc
*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 Wanistha Bahar 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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