Skyler
Keate
Cadinha & Co LLC
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About this Advisor
Skyler Keate is a financial advisor operating in Park City, Utah with 5 years of industry experience. Keate is currently employed by Cadinha & Co LLC. Keate has gained experience at Cadinha & Co, Hilton World Wide (Waldorf Astoria Park City), Self Employment, O'Shucks Bar And Grill and Full Time Education At Westminster College. Keate maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Hawaii and Utah. Cadinha & Co LLC is a registered investment business that has its headquarters in Honolulu, HI. It has offices in two locations and a total of 19 employees. It controls $931 million in assets among its 1,374 accounts, placing it among the larger firms in the nation by assets under management. The firm advises 16 charities and foundations. Of its 1,374 customer accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules are based on which service is offered. However, fees charged by Cadinha & Co LLC most likely consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadinha & Co LLC Brokerage Details
$931,260,170
19
1,374
$677,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Skyler Keate Work History
Skyler has been registered as a financial advisor for 5 years.*
Cadinha & Co
Hilton World Wide (Waldorf Astoria Park City)
Self Employment
O'Shucks Bar And Grill
Full Time Education At Westminster College
*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 Skyler Keate 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 Cadinha & Co LLC
Park City, UT
Honolulu, HI
Honolulu, 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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