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Lance Allen Mizumoto

BISHOP STREET CAPITAL MANAGEMENT CORP·HONOLULU, Hawaii
Unclaimed Profile
FIRST HAWAIIAN CENTER, HONOLULU, HI 96813CRD# 1686697Firm CRD# 108042
01

About

Lance Allen Mizumoto 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.

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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# 1686697
Firm CRD# 108042
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lance Allen Mizumoto offer?
Lance Allen Mizumoto specializes in Investment Management, Fee-Only Advisory. Contact their office in HONOLULU, Hawaii for a consultation.
What are Lance Allen Mizumoto's credentials?
Lance Allen Mizumoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Allen Mizumoto located?
Lance Allen Mizumoto 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 Lance Allen Mizumoto charge for services?
Lance Allen Mizumoto'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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