Financial Vision Advisory Services, LLC

Financial Vision Advisory Services, LLC (CRD# 125195) is a financial advisory firm headquartered in Honolulu, HI. They manage $8,936,150 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4211 Waialae Avenue, Suite 201, Honolulu, HI 96816
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $297,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Financial Vision Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sheldon Shiira, financial advisor Honolulu HI
Sheldon Y. Shiira
CRD#: 1568086
4211 Waialae Avenue, Suite 201, Honolulu, HI 96816

Sheldon Shiira (CRD# 1568086) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in Honolulu, HI and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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