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Carrie K. S. Okinaga

BISHOP STREET CAPITAL MANAGEMENT CORP·HONOLULU, Hawaii
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FIRST HAWAIIAN CENTER, HONOLULU, HI 96813CRD# 6048121Firm CRD# 108042
01

About

Carrie K. S. Okinaga is a registered financial advisor based in HONOLULU, Hawaii, affiliated with BISHOP STREET CAPITAL MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
BISHOP STREET CAPITAL MANAGEMENT CORP
BISHOP STREET CAPITAL MANAGEMENT
AUM
$217M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BISHOP STREET CAPITAL MANAGEMENT CORP →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6048121
Firm CRD# 108042
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carrie K. S. Okinaga offer?
Carrie K. S. Okinaga specializes in Investment Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are Carrie K. S. Okinaga's credentials?
Carrie K. S. Okinaga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie K. S. Okinaga located?
Carrie K. S. Okinaga is based in HONOLULU, Hawaii, working with BISHOP STREET CAPITAL MANAGEMENT CORP. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Carrie K. S. Okinaga charge for services?
Carrie K. S. Okinaga's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BISHOP STREET CAPITAL MANAGEMENT CORP?
BISHOP STREET CAPITAL MANAGEMENT CORP has approximately 12 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Hawaii
KAILUA-KONA (3)PUKALAMI (2)KULA (1)KIHEI (1)
City Guides
KAILUA-KONA GuidePUKALAMI GuideKULA GuideKIHEI Guide
Research
Advisor Fees in HawaiiNational Fee Analysis
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