H
$294.3K Total AUM
$294.3K Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-20-2012
- Office Locations
- 1
Office Locations
16692 Orange Drive Yorba Linda CA
About Hypo Financial Services AND Investment Adviser
Hypo Financial Services AND Investment Adviser is a Yorba Linda-based RIA. The firm has been operating for 13 years. Managing $294.3K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$294.3K AVG AUM / ADVISOR
$8.7K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL YEE LO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2155984
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,276 | -- |
| Non-Discretionary | $0 | -- |
| Total | $294,276 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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