Mario K.M. Yim And Associates, LLC (Honolulu)


Mario K.M. Yim And Associates, LLC is a large advisory firm based in Honolulu. It manages $56.8 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Hawaii.

Mario K.M. Yim And Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mario K.M. Yim And Associates: assets under management

The assets under management (AUM) of Mario K.M. Yim And Associates, LLC is $56.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $56.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mario K.M. Yim And Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Mario K.M. Yim And Associates, LLC performs its advisory services is located at 1221 Kapiolani Blvd., Honolulu, HI 96814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-591-9088 or by fax 808-591-8077. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.yimllc.com.