HACHIKO FINANCIAL USA CORP.
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 299816
- Website
- www.hachiko-usa.com
- Custodians
- MORGAN STANLEY & CO. LLC, BRITANNIA BANK AND TRUST, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hachiko Financial USA Corp. is a small, privately owned corporate advisory firm that provides portfolio management services to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and focuses its client work on traditional advisory relationships rather than institutional mandate work. It is not positioned as an ESG investor and, per the available reporting, is not a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds35%
- Exchange Traded Equities20%
- US Government Bonds18%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds12%
Owners & executives
1 of 1Michele Delco
President and Chief Compliance OfficerCRD 6711849
Contacts
1 of 1Isabella Vila Carrillo
PrincipalCRD 7153308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1200 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FOREM INVESTMENTS LLC
RIACORAL GABLES, FL
RIWM, LLC
RIACORAL GABLES, FL
CANTATA WEALTH MANAGEMENT, LLC
RIACORAL GABLES, FL
EBER CAPITAL MANAGEMENT
RIACORAL GABLES, FL
GENESIS WEALTH MANAGEMENT, INC.
RIACORAL GABLES, FL
CAPVIEW ADVISORS, LLC.
RIACORAL GABLES, FL