Yim Investment Management, LLC

Yim Investment Management, LLC (CRD# 136984) is a financial advisory firm headquartered in Honolulu, HI. They manage $135,313,301 in 1,532 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    1,532
    ACCOUNTS
  • Average Account Value
    $88,325
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 Yim Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Susie L. Ing
CRD#: 1179535
1025 Punahou Street, Honolulu, HI 96826
93
Wealthminder
score

Susie Ing (CRD# 1179535) is an Investment Advisor Representative working at Yim Investment Management, LLC in Honolulu, HI and has over 20 years of experience in the finance industry.

2
Lindsey K. Nip
CRD#: 6353640
1946 Young Street Suite 288, Honolulu, HI 96826
88
Wealthminder
score

Lindsey Nip (CRD# 6353640) is an Investment Advisor Representative working at Yim Investment Management, LLC in Honolulu, HI and has over 2 years of experience in the finance industry.

3
Mario K. Yim
CRD#: 2565839
1946 Young Street Suite 288, Honolulu, HI 96826
86
Wealthminder
score

Mario Yim (CRD# 2565839) is an Investment Advisor Representative working at Yim Investment Management, LLC in Honolulu, HI and has over 21 years of experience in the finance industry. Mario Yim 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.

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