Bank Of Hawaii is a large advisory firm based in Honolulu. It manages $1.53 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.
Bank Of Hawaii provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bank Of Hawaii is $1.53 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bank Of Hawaii 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.
The only and largest group of clients of Bank Of Hawaii is investment companies with 4 clients and $1.33 billion of assets under management. Among the 13 most similar advisory firms, Bank Of Hawaii has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.33 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.
Bank Of Hawaii doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William James Barton has served as the Chief Investment Officer since 1 Mar 2001. Roger John Khlopin joined the executive team most recently as the Chief Investment Officer & Manager, Svp.
The principal office where Bank Of Hawaii performs its advisory services is located at 130 Merchant Street, Suite 370, Honolulu, HI 96813 4405 The mailing address of the firm is P.O. Box 3170, Honolulu, HI 96802 3170. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 808-694-8372 or by fax 808-694-4329. The normal business hours are 8:00 am to 5:00 pm (hawaii std time) on Monday - Friday.