$176.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
115 ADV. Clients
9 yrs Firm Age
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- Custodian
- Bank OF America ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
39560 Stevenson Place Suite 111 Fremont CA
About Beyond Financial Services
Beyond Financial Services (formerly Millar Financial) is a Fremont, CA investment advisory and financial planning firm focused on retirement planning and disciplined portfolio management. The team also specializes in catastrophic illness funding strategies and business transition advisory for owners. Public filings indicate use of mutual funds/ETFs and relationships including Raymond James.
Team overview
-- AVG AGE
$176.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
Ka Ki Kenneth Leung
Chief Compliance Officer
- CRD
- #5294353
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $176,654,927 | $527,328 |
| Total | $176,654,927 | $527,328 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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