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| Keyboard |
| YIM Investment Management LLC
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|---|---|
| CRD # | 136984 |
| SEC # | 801-64818 |
| CIK # | |
| AUM | 307.8 M (2026-03-25) |
| Employees | 7 (14% Investors, 29% Brokers) |
| Phone | 808-955-8800 |
| Address | 1950 Young Street Suite 288 Honolulu, HI 96826-2150 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 125.2 |
| (b) Individuals (high net worth individuals) | 105 | 182.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,595 | 307.8 |
| By Discretionary | ||
| Discretionary | 1,561 | 286.1 |
| Non-Discretionary | 34 | 21.7 |
| Total | 1,595 | 307.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.8 | |
| Total | 1,595 | 307.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parkview US LLC
✚
|
NY | 312.3 M |
|
NorthStar Financial Planners Inc
✚
|
FL | 311.6 M |
|
Cravens & Company Advisors LLC
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|
TN | 311.1 M |
|
Omega Wealth Management LLC
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VA | 309.7 M |
|
Gentry Private Wealth LLC
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KS | 307.7 M |
|
Oneamerica Securities Inc
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IN | 306.1 M |
|
Integrity Wealth LLC
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|
OR | 304.8 M |
|
SIMS Investment Management LLC
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|
OH | 304.6 M |
|
Northern Capital Retirement Services Inc
✚
|
WA | 304.2 M |
|
Asia Pacific Financial Management Group Inc
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|
303.5 M |