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Kuriyama & Co LLC (Honolulu)


Kuriyama & Co LLC is a large advisory firm based in Honolulu. It manages $155.11 million of regulatory assets for 897 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.

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Kuriyama & provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kuriyama &: assets under management

The assets under management (AUM) of Kuriyama & Co LLC is $155.11 million. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $146.69 million in discretionary accounts and $8.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.01 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kuriyama & Co LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Kuriyama & Co LLC performs its advisory services is located at 1440 Kapiolani Blvd., Honolulu, HI 96814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-593-1600 or by fax 808-593-1400. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at kuriyamaco.com.


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