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Kristi Nohealani Lefforge

BANKOH INVESTMENT SERVICES, INC.·HONOLULU, Hawaii
Unclaimed Profile
130 MERCHANT STREET, HONOLULU, HI 96813CRD# 7233563Firm CRD# 29280
01

About

Kristi Nohealani Lefforge is a registered financial advisor based in HONOLULU, Hawaii, affiliated with BANKOH INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BANKOH INVESTMENT SERVICES, INC.
BANKOH ADVISORS
AUM
$344M
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at BANKOH INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7233563
Firm CRD# 29280
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristi Nohealani Lefforge offer?
Kristi Nohealani Lefforge specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are Kristi Nohealani Lefforge's credentials?
Kristi Nohealani Lefforge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristi Nohealani Lefforge located?
Kristi Nohealani Lefforge is based in HONOLULU, Hawaii, working with BANKOH INVESTMENT SERVICES, INC.. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Kristi Nohealani Lefforge charge for services?
Kristi Nohealani Lefforge'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 BANKOH INVESTMENT SERVICES, INC.?
BANKOH INVESTMENT SERVICES, INC. has approximately 37 employees and manages $344M 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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