AUMdb
MA

Miyashita And Associates, P.C.

State-registered Investment Adviser CRD 226626 · Tamuning
☆ Save with Pro ADV data as of Jan 20, 2026
Regulatory AUM
Discretionary
Clients
29
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 15 $0
High net worth individuals 14 $0
Charitable organizations Fewer than 5 clients $0
Insurance companies Fewer than 5 clients $0
Corporations and other businesses Fewer than 5 clients $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Nozomu Oscar Miyashita Registered representative Personal Financial Specialist Sep 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/20/2026 990 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • SOLICITOR/REFERRAL FEES FROM 3RD PARTY INVESTMENT ADVISOR FIRM

Services

  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.

View current Form ADV (SEC/IAPD) ↗