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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-2021
- Office Locations
- 1
Office Locations
About Beyond Profit AND Wealth Consulting
Beyond Profit and Wealth Consulting is a Maryland-based advisory and consulting firm serving small and mid-sized business owners and entrepreneurs, helping clients get their books in order and improve profitability alongside financial, retirement, and tax planning. The firm provides investment planning, portfolio construction, and risk-managed asset allocation with an active approach using public funds/mutual funds, including fixed income and real estate exposures, and can custody through Charles Schwab.
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Owner & Executives
Youfeng Jiang
Chief Compliance Officer, Owner
- CRD
- #7159301
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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