AdvisorRanked
95
Clean

ASSET MANAGEMENT GROUP OF BANK OF HAWAII

111 SOUTH KING STREET, HONOLULU, HI 96813-4405
Fiduciaryfee-onlySEC Registered
808-694-8372 CRD #112324
$1.3B
Assets Managed
6
Clients
34
Employees
25
Years Active
since 2001

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46083. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 25 years.

Firm Details

Legal NameASSET MANAGEMENT GROUP OF BANK OF HAWAII
CRD Number#112324
SEC RegisteredYes
Registration Date2001-04-20
States RegisteredHI
Assets Under Management$1.3B
Number of Clients6
Employees34
Compensation Typefee-only
Last ADV Filing46083

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Frequently Asked Questions

Is ASSET MANAGEMENT GROUP OF BANK OF HAWAII a fiduciary?

Yes. ASSET MANAGEMENT GROUP OF BANK OF HAWAII is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ASSET MANAGEMENT GROUP OF BANK OF HAWAII charge clients?

ASSET MANAGEMENT GROUP OF BANK OF HAWAII uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ASSET MANAGEMENT GROUP OF BANK OF HAWAII have any complaints?

No. ASSET MANAGEMENT GROUP OF BANK OF HAWAII has zero complaints or disciplinary actions on file with the SEC or FINRA across 25 years of operation.

How does ASSET MANAGEMENT GROUP OF BANK OF HAWAII compare to other advisors in HONOLULU?

ASSET MANAGEMENT GROUP OF BANK OF HAWAII has a Red Flag Score of 95/100. There are 19 registered advisory firms in HONOLULU. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46083. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.