DBA: SHIRAISHI FINANCIAL GROUP ADVISORS
| Total AUM | $110.1M |
| Discretionary | $107.2M97% of AUM |
| Non-Discretionary | $2.9M |
| Client Accounts | 1,002 |
| Avg Account Size | $110K |
| Employees | 5 |
| Peak AUM | $133.9MFeb 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $110M | 6.6% | 5.4% | 3.5% | |
| Discretionary AUM | $107M | ||||
| Total AUM | $110.1M |
| Discretionary | $107.2M |
| Employees | 5 |
| Client Accounts | 1002 |
| Client Range | 26-50 |
Address
1357 KAPIOLANI BLVD
HONOLULU HI 96814
Phone
808 951-7185
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$107M
97.4% of AUM
Non-Discretionary
$3M
2.6% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
| +0.9% /yrover 10 yrs · 17 filings |
Total AUM
$110M
| 6.8% |
| 4.9% |
| 3.0% |
| Non-Disc. AUM | $3M | +2.2% | 19.6% | 16.0% |
| Total Accounts | 1k | 9.7% | 6.0% | 4.2% |
| Avg Account Size | $109,845.068 | +3.5% | +0.6% | +0.8% |
| Employees | 5 | 0.0% | 5.3% | 3.7% |
| AUM / Employee | $22M | 6.6% | 0.1% | +0.2% |
Client AUM Segments | |||||
| Wealth AUM | $110M | 6.9% | 5.1% | 3.3% | |
| Institutional AUM | $508,357 | +257.0% | 36.6% | 24.2% | |
Client Count Segments | |||||
| HNW Clients | 379 | 13.7% | 8.3% | 5.0% | |
| Individuals | 79 | +36.2% | +32.4% | +22.2% | |