CRD: 168645
Shiraishi Financial Group Advisors
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- Custodian
- Axos · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2014
- Office Locations
- 1
Office Locations
About Shiraishi Financial Group Advisors
Shiraishi Financial Group Advisors is a Honolulu-based financial planning firm providing ongoing investment strategy design, portfolio construction, and active monitoring. Advisory services are delivered through SFGA LLC (RIA), with securities offered through Independent Financial Group, LLC (FINRA/SIPC member). The team uses public-fund vehicles such as mutual funds and serves clients in multiple licensed states (including HI, CA, AZ, TX, and WA).
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HERBERT SUEKICHI SHIRAISHI
Managing Member, President
- CRD
- #1835557
- Ownership
- 75% or more
GRANT TATSURO ARITA
Chief Compliance Officer, Investment Advisor
- CRD
- #5154654
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GRAHAM TADAHIKO ENOMOTO
Investment Advisor Representative
- CRD
- #5283799
KENDALL K.K. KAKUGAWA
Financial Advisor
- CRD
- #5118567
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,169,168 | $108,142 |
| Non-Discretionary | $2,895,590 | $263,235 |
| Total | $110,064,758 | $109,845 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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