Koichi Yamasaki, financial advisor Rancho Palos Verdes CA
87 score

Koichi Yamasaki

CRD Number: 1004961
Current Firm: Global Retirement Partners LLC

Koichi Yamasaki (CRD# 1004961) is an Investment Advisor Representative working at Global Retirement Partners LLC in Rancho Palos Verdes, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Nov 2014 - Current 2
Yamasaki Insurance Agency Torrance, CA Jul 1998 - Current 18
Signator Investors, Inc. Boston, MA Apr 1994 - Dec 2007 13

Koichi Yamasaki has no recent exams reported.
Contact Info for Koichi K. Yamasaki
Phone Number: 415-526-2751
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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