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- Custodian
- Charles Schwab & Company · City National Bank · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-2021
- Office Locations
- 2
Office Locations
About AIS Asset Management
AIS Asset Management is a retail-focused RIA led by Managing Member/CCO Sam Hwang, providing discretionary investment management through advisor-led planning and ongoing portfolio monitoring. Portfolios are built with stocks, bonds, mutual funds and options using strategic models, with periodic rebalancing to market and liquidity needs. Custody relationships include Charles Schwab and LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
SAMUEL SHOU IUE HWANG
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6196921
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SUZANNE MARIE MUNIZ
Financial Advisor
- CRD
- #5492419
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,107,901 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,107,901 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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