Judith HirotakaCRD Number: 2008592
Current Firm: Osborne Partners
Judith Hirotaka (CRD# 2008592) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 26 years of experience in the finance industry. Judith Hirotaka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Osborne Partners Capital Management, LLC||Menlo Park, CA||May 2013 - Current||3|
|Usaa Financial Advisors, Inc.||San Francisco, CA||May 2011 - May 2013||2|
|Usaa Financial Planning Services||San Francisco, CA||May 2011 - May 2013||2|
|Ycmnet Advisors||Walnut Creek, CA||Apr 2010 - Apr 2011||1|
|The Bank Of New York Mellon||San Francisco, CA||May 2009 - Apr 2010||< 1|
|Mbsc Securities Corporation||San Francisco, CA||Jul 2007 - Apr 2010||2|
|Mellon Capital Management||San Francisco, CA||Aug 2005 - Apr 2010||4|
|Mellon Funds Distributor, LP||San Francisco, CA||Jan 2007 - Jul 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Total Assets Under Management1,365MILLIONS
Total Number of Accounts1,250ACCOUNTS
Average Account Value$1,092,013
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, IL, LA, MA, MN, NE, NH, NJ, NV, NY, OR, PA, TX, WA
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