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Griffinest Asia Asset Management, LLC

Griffinest Asia Asset Management, LLC. CRD 306355

G

CRD: 306355

Griffinest Asia Asset Management, LLC

(626) 792-1388
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
6 Employees
11 ADV. Clients
6 yrs Firm Age

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Firm Details

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

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Contacts

W

WAN-LIN LIAO

Investment Adviser Representative

CRD
#6008382
Available
Available
Available
Y

YU-LUNG TSAO

Investment Adviser Representative

CRD
#2134784
Available
Available
Available

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Assets 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

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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