CRD: 157591
Fioh Global Asset Management AND Strategies, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest matrixPeak
- Established Date
- 05-31-2011
- Office Locations
- 1
Office Locations
About Fioh Global Asset Management AND Strategies, LLC
FIOH Global Asset Management and Strategies is a Washington-based RIA providing bespoke wealth management and financial planning for individuals and businesses. The firm builds customized portfolios and targeted plans with ongoing monitoring, emphasizing fiduciary responsibility, privacy, and transparent fees. Investment approach focuses on asset allocation and risk management, with significant use of ETFs and mutual funds. Differentiator: a global perspective on geopolitical and weather risks; custodian relationships include Schwab.
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Investment Themes
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Owner & Executives
ELAINE K CHAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4995818
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,429,289 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,429,289 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,429,289
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $836,931,432 | 29.5% |
| Public Funds | $581,596,419 | 20.5% |
| Cash | $575,922,308 | 20.3% |
| Corporate - Investment Grade | $621,315,199 | 21.9% |
| Equity - OTC | $221,290,344 | 7.8% |
| Total | $2,837,055,702 | 100.0% |