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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $2.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $502.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

31

name start date
Christina T Ko
September 2014
Dustin Raymond Tong
November 2010
Jessica S Lambruschini-Coy
November 2012
Malena Rose Hassan Yatim
November 2018
Rita Lichu Chan
August 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Allen Yoshikami Ceo, Founder And Chairman, Portfolio Strategy Committee July, 1996 75% or more
    George Kung Wai Chin President And Chief Operating Officer January, 2013 10% to 25%
    Jessica S Lambruschini-Coy Vice President, Chief Compliance Officer, Hr Manager October, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees