Stephen Linkan Kagawa

Syndicated Capital, INC.

31 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Syndicated Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

393 clients

Average Client Portfolio

$313K average

Assets Under Management

$123.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

1100 Alakea Street, Suite 1901, Honolulu, HI, 96813

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History

Regulatory History

Clean regulatory record

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.

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.