Phaseinvesting Technologies, Inc.

Phaseinvesting Technologies, Inc. (CRD# 149358) is a financial advisory firm headquartered in Honolulu, HI. They manage $20,384,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $10,192,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
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 Phaseinvesting Technologies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kathy K. Sato
CRD#: 1480717
Waikiki Landmark, 1888 Kalakaua Avenue, C-312, Honolulu, HI 96815
93
Wealthminder
score

Kathy Sato (CRD# 1480717) is an Investment Advisor Representative working at Phaseinvesting Technologies, Inc. in Honolulu, HI and has over 7 years of experience in the finance industry.

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