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| Happy Holidays!! thanks for using AUM13F!! |
| Bankoh Investment Services Inc
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| CRD # | 29280 |
| SEC # | 801-105480 |
| CIK # | |
| AUM | $398.5 M (2025-06-05) |
| Employees | 35 (71% Investors, 89% Brokers) |
| Phone | 808-694-8500 |
| Address | 130 Merchant Street Honolulu, HI 96813 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 160.6 |
| (b) Individuals (high net worth individuals) | 108 | 209.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 14.9 |
| (h) Charitable organizations | 3 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,252 | 398.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,252 | 398.5 |
| Total | 1,252 | 398.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.6 | |
| United States Persons | 389.8 | |
| Total | 1,252 | 398.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kestrel Partners LLP
✚
|
0.4 | |
|
Terra Wealth Management LLC
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|
NC | 0.4 |
|
Pavion Blue Capital LLC
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|
CA | 0.4 |
|
Elevated Financial Group LLC
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|
IN | 0.4 |
|
Lifestyle Asset Management Inc
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|
TX | 0.4 |
|
Hayek Kallen Investment Management LLC
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|
AL | 0.4 |
|
Zullo Investment Group Inc
✚
|
PA | 0.4 |
|
PhD Consulting LLC
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|
KS | 0.4 |
|
Pinnacle Peak Private Client Group LLC
✚
|
AZ | 0.4 |
|
Bruce & Co Inc
✚
|
IL | 0.4 |