Investment Management Hawaii

Investment Management Hawaii (CRD# 156532) is a financial advisory firm headquartered in Honolulu, HI. They manage $133,366,623 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $813,211
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Investment Management Hawaii
Showing 1 - 2 of 2 top financial advisors.
1
David M. Kirkeby
CRD#: 1959116
1314 S. King Street, Suite 860, Honolulu, HI 96814
96
Wealthminder
score

David Kirkeby (CRD# 1959116) is an Investment Advisor Representative working at Investment Management Hawaii in Honolulu, HI and has over 27 years of experience in the finance industry. David Kirkeby 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.

2
Everett S. McDaniel
CRD#: 2837345
1314 S. King Street, Suite 860, Honolulu, HI 96814
93
Wealthminder
score

Everett McDaniel (CRD# 2837345) is an Investment Advisor Representative working at Investment Management Hawaii in Honolulu, HI and has over 13 years of experience in the finance industry.

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