G
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
6 Employees
11 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2019
- Office Locations
- 3
Office Locations
301 N. Lake Ave., Suite 110 Pasadena CA
-- Glendora CA
-- Taipei City --
About Griffinest Asia Asset Management, LLC
Griffinest Asia Asset Management, LLC is a Pasadena-based RIA with 3 offices. The firm has been operating for 6 years. Managing $11.6M in total assets under management, with 3 advisory representatives.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.1 yrs AVG TENURE
6 Employees
3 Advisory Reps
6 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
V
VICTOR HUANG-CHIANG LIN
Chief Executive Officer
- CRD
- #4351482
- Ownership
- 75% or more
Available
Available
Available
J
JAMES HSU
Portfolio Manager, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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W
WAN-LIN LIAO
Investment Adviser Representative
- CRD
- #6008382
Available
Available
Available
Y
YU-LUNG TSAO
Investment Adviser Representative
- CRD
- #2134784
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,563,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,563,548 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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