$200 Total AUM
$200 Disc. AUM
0.0% 3Y CAGR
2 Employees
2 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2018
- Office Locations
- 1
Office Locations
3F SI HUI DA SHA 1008-B HUI HE NAN Street, Chaoyang District Beijing --
About Broad Investment Securities LLC
Broad Investment Securities LLC is a Beijing-based firm providing investment research and analysis plus investment advisory services with strategies tailored to client needs. Its positioning emphasizes globally oriented, ESG-driven investing and a client-centered platform supporting account opening and ongoing advice. Partners with Interactive Brokers for brokerage access.
Team overview
-- AVG AGE
$100 AVG AUM / ADVISOR
$100 AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Ali Kaya
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
J
Jiahui Cheng
Audit Associate, GENERAL MANAGER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200 | $100 |
| Non-Discretionary | $0 | -- |
| Total | $200 | $100 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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