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Colby Hidetaka Sato

Bankoh Investment Services, Inc.

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About Colby Hidetaka Sato

Colby Hidetaka Sato is a registered representative with Bankoh Investment Services, Inc. in Honolulu, Hawaii. Colby has been in the financial services industry for over one year. Colby specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses and investment companies. Colby also holds licenses in Arizona, California, Hawaii, Nevada, Oregon and Washington.

Firm Information

Colby Sato is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colby Sato’s Registration & Firm History

HI

03/10/2023 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

09/19/2022 - 02/07/2023

EQUITABLE ADVISORS, LLC (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 10/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colby Hidetaka Sato.
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