FUKOKU LIFE INTERNATIONAL (AMERICA) INC.

RIASEC RegisteredEst. 2017
Total AUM
$328M
Discretionary
$0
0% of AUM
Avg account
$164M
Accounts
2
Employees
6
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
284662
Registered since
January 3, 2017
Custodians
GLOBAL CUSTODY SERVICES
Fee structure
Percentage of AUM
Client types
  • Other100%

Firm profile

FINTRX

Overview

Fukoku Life International (America) Inc. is a corporate, SEC-registered advisory entity that operates as an affiliate of an insurance company. The firm was registered with the SEC in 2017 and is owned in a foreign/individual structure. It reports a percentage-of-AUM fee model and does not identify as an active ESG investor, pension consultant, capital allocator, or multi-state adviser. Filings show the firm manages its assets on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, US Government Bonds 37%, Cash & Cash Equivalents 6%57%
  • Exchange Traded Equities57%
  • US Government Bonds37%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3
  • MARC XU

    Chief Investment OfficerCRD 2779928

  • TAKANOBU NAKA

    Chief Operating OfficerCRD 7743578

  • Akiko Suzuki

    Chief Compliance OfficerCRD 6732503

Contacts

2 of 2
  • Yosuke Shoji

    CRD 8261816

  • Daisuke Hachigo

    PresidentCRD 8080645

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1251 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth