Grant Arita
Grant Arita is a CFA, CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Honolulu, HI, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1357 Kapiolani Blvd, Ste 1140, Honolulu, HI, 96814
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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
Grant is an IAR at Shiraishi Financial Group Advisors and a registered representative/IAR at Shiraishi Financial Group, spending nearly full-time on these activities. He is also an insurance agent offering various insurance products through SFG LTD.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Shiraishi Financial Group Advisors
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.