$307.8M Total AUM
$286.1M Disc. AUM
18.5% 3Y CAGR
7 Employees
523 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2005
- Office Locations
- 1
Office Locations
1950 Young Street Suite 288 Honolulu HI
About YIM Investment Management, LLC
YIM Investment Management, LLC is a Honolulu-based registered investment adviser serving retail clients, including retirees, with financial and estate planning, portfolio construction, and insurance planning. The firm emphasizes asset allocation and risk management, implementing portfolios primarily with ETFs (plus select mutual funds/annuities). Accounts are custodied through Fidelity/NFS.
Team overview
63 AVG AGE
$307.8M AVG AUM / ADVISOR
$588.6K AVG AUM / CLIENT
14.7 yrs AVG TENURE
7 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
M
MARIO KAI MING YIM
Chief Investment Officer, Managing Member
- CRD
- #2565839
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SUSIE LAU ING
MARKETING MANAGER
- CRD
- #1179535
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,130,411 | $183,299 |
| Non-Discretionary | $21,712,985 | $638,617 |
| Total | $307,843,396 | $193,005 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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