Top Financial Advisors
The Winner's Circle®
Copyright 2007 by R.J. Shook. All rights reserved. The Winner's Circle is a registered trademark of The Winner's Circle, LLC. www.WCorg.com
**This is published in the February 2008 issue of Hawaii Business Magazine with permission by R.J. Shook and The Winner's Circle, LLC, owners of the copyright, with the understanding that the Winner's Circle registered trademark and copyrighted material and rights are protected. This may not be published outside Hawaii Business Magazine without written consent from R.J. Shook.
1. Investable assets, excluding primary residence; "x" indicates 10% or more of advisor's business.
2. Total team assets include custodied and non-custodied assets that advisor and team advise. Advisor is ranked on individual assets, or percentage of contribution to team; some individuals on list are not part of teams and assets reflect only their share. Different weightings are assigned to different types of assets.
3. Ranking algorithm includes revenues produced, but is not published.
4. Account size and net worth refer to individual business, not institutional; net worth includes primary residence.
5. * < ** represents partners.
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Honolulu Sharon Kaya
|Firm:||UBS Financial Services|
|(1)Retail (less than *$1mm):||x|
|(4)Typical Account Size ($mm):||$500k|
|(4)Typical Net Worth ($mm):||$1.5mm-3mm|
|(2) Team Total Assets:||$128,000,000|
|Minimum Account Size||$150k|