Stephen Kagawa is a registered investment advisor at Syndicated Capital, INC., based in Honolulu, HI, with 31 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 393 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with the advisors.
Fee Estimator
Location
1100 Alakea Street, Suite 1901, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the President & CEO of The Pacific Bridge Companies, Inc., which includes several subsidiaries related to insurance, wealth resources, investment services, real estate, and consulting. He also owns Japan Translation Services, Inc. and is a single member of IMUA Investments, LLC and IMUA Ohana, dedicating about two-thirds of his time to Pacific Bridge Companies.
Employment History
Current Registrations
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Linsco/private Ledger CORP.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Resources, INC.Broker
State Registrations11 states
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