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Miyashiro Greg Satoru (Honolulu)


Miyashiro Greg Satoru is a large advisory firm based in Honolulu. It manages $63.34 million of regulatory assets for 434 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.

Miyashiro Greg Satoru provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Miyashiro Greg Satoru: assets under management

The assets under management (AUM) of Miyashiro Greg Satoru is $63.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.94 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Miyashiro Greg Satoru for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Miyashiro Greg Satoru performs its advisory services is located at 4211 Waialae Ave, Suite 201, Honolulu, HI 96816, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-734-7665 or by fax 808-735-7110. The normal business hours are 8am to 4pm on Monday - Friday.


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