$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
3 Employees
4 ADV. Clients
30 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-1996
- Office Locations
- 1
Office Locations
-- Danville CA
About KUN-LUN Development Corporation
KUN-LUN Development Corporation is a Danville-based RIA. The firm has been operating for 30 years. Managing $6.6M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
18 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
G
GILBERT KUO
Chief Compliance Officer, President
- CRD
- #2493117
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DANIEL ZERN-CHON KUO
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,606,085 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,606,085 | -- |
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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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