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).
Current Firm Details
Phaseinvesting Technologies, Inc.
By the Numbers
-
Total Assets Under Management20MILLION
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Total Number of Accounts2ACCOUNTS
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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

Registered Investment Advisor
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.
1
Kathy Sato (CRD# 1480717) is an Investment Advisor Representative working at Phaseinvesting Technologies, Inc. in Honolulu, HI and has over 8 years of experience in the finance industry.
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