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B••••• INVESTMENT SERVICES, INC., CRD 29280
HONOLULU, HI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A••••••••• M•••• A•••••• | CHAIRMAN OF THE BOARD | Na | yes | 02/2022 | Mar 8, 2022 | Mar 29, 2024 |
| B••• O• H••••• | Parent | E | yes | 09/1994 | Jul 24, 2015 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B••• O• H••••• | n/a | Other adviser | $1.3B | N | yes | n/a |
| B••• O• H••••• C••••••••• | n/a | n/a | n/a | Y | no | n/a |
| P•••••• C•••••• L••• I•••••••• C••••••••• |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Hagatna | Gu | United States | 1 | yes |
| Aiea | Hi | United States | 1 | yes |
| Hilo | Hi | United States | 1 | yes |
| Honolulu | Hi | United States | 1 | yes |
| Honolulu | Hi | United States |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $398M | $344M | 15.9% | $379M | 1.7% | 35 | 37 | 21 | 21 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | 21 | Aug 8, 2025 | Aug 21, 2025 | HONOLULU, HI | Firm absorbed | RIA to ibd | 100.0% |
| M••••• S•••••• | 3 | Sep 11, 2015 | Sep 11, 2015 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 2 | Aug 11, 2020 | Jun 2, 2025 | KAILUA, HI | Team lift out | Ibd to RIA | 0.0% |
| Parent |
| E |
| yes |
| 10/1991 |
| Jul 24, 2015 |
| Mar 29, 2024 |
| K•••••• C••••••••• R••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2014 | Jul 24, 2015 | Mar 29, 2024 |
| O•••• C••••••••• A•••••• | PRESIDENT & CEO | Na | yes | 06/2016 | Feb 2, 2017 | Mar 29, 2024 |
| B••••• D•••• R••••• | FINANCIAL & OPERATIONS PRINCIPAL | Na | no | 01/2022 | Mar 3, 2022 | Mar 29, 2024 |
| n/a |
| n/a |
| n/a |
| N |
| yes |
| n/a |
| yes |
| Honolulu | Hi | United States | 1 | yes |
| Honolulu | Hi | United States | 1 | yes |
| Honolulu | Hi | United States | 1 | yes |
| Honolulu | Hi | United States | 1 | yes |
| Honolulu | Hi | United States | 1 | yes |
| Honolulu | Hi | United States | 1 | yes |
| Kahului | Hi | United States | 1 | yes |
| Kailua | Hi | United States | 1 | yes |
| KAILUA-KONA | Hi | United States | 1 | yes |
| Kamuela | Hi | United States | 1 | yes |
| Kaneohe | Hi | United States | 1 | yes |
| Kapolei | Hi | United States | 1 | yes |
| Lihue | Hi | United States | 1 | yes |
| Mililani | Hi | United States | 1 | yes |
| PEARL CITY | Hi | United States | 1 | yes |
| Waipahu | Hi | United States | 1 | yes |
| $398M |
| $0 |
| 35 |
| 25 |
| 21 |
| n/a |
| n/a |
| 2023 | Mar 29, 2024 | $344M | $0 | 37 | 25 | 21 | n/a | n/a |
| 2022 | Mar 31, 2023 | $318M | $0 | 35 | 32 | 21 | n/a | n/a |
| 2021 | May 3, 2022 | $379M | $0 | 29 | 27 | 23 | n/a | n/a |
| 2020 | Feb 26, 2021 | $306M | $0 | 29 | 27 | 23 | n/a | n/a |
| 2019 | Feb 14, 2020 | $274M | $0 | 30 | 30 | 23 | n/a | n/a |
| 2018 | Mar 28, 2019 | $212M | $0 | 32 | 32 | 24 | n/a | n/a |
| 2017 | Mar 28, 2018 | $207M | $0 | 32 | 32 | 24 | n/a | n/a |
| 2016 | Mar 28, 2017 | $154M | $0 | 34 | 34 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $124M | $0 | 33 | 33 | n/a | n/a | n/a |
| HONOLULU, HI |
| Team lift out |
| Other |
| 17.6% |