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Greg Satoru Miyashiro

KAHALA FINANCIAL ADVISORS, LLC·HONOLULU, Hawaii
Series 6, Series 7, Series 22, Series 63Clean record14 years registeredKAHALA FINANCIAL ADVISORS, LLC
4211 WAIALAE AVE, SUITE 407, HONOLULU, HI 96816CRD# 1103782Firm CRD# 108564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Greg Satoru Miyashiro · HONOLULU, HI
Registration
CRD #1103782 · KAHALA FINANCIAL ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

KAHALA FINANCIAL ADVISORS, LLC
Mar 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 63
Registration record
First registered · March 28, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KAHALA FINANCIAL ADVISORS, LLC
CRD 108564 · SEC 801-110741
AUM
$164M
Regulatory assets under management
Employees
2
439 client accounts
Services offered by KAHALA FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KAHALA FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Greg Satoru Miyashiro offer?
Greg Satoru Miyashiro specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are Greg Satoru Miyashiro's credentials?
Greg Satoru Miyashiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Greg Satoru Miyashiro located?
Greg Satoru Miyashiro is based in HONOLULU, Hawaii, working with KAHALA FINANCIAL ADVISORS, LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Greg Satoru Miyashiro charge for services?
Greg Satoru Miyashiro'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 KAHALA FINANCIAL ADVISORS, LLC?
KAHALA FINANCIAL ADVISORS, LLC has approximately 2 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KAHALA FINANCIAL ADVISORS, LLC

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