$35.5M Total AUM
$5.4M Disc. AUM
168.3% 3Y CAGR
2 Employees
25 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-29-2017
- Office Locations
- 2
Office Locations
-- Beijing --
-- Hong Kong --
About Palm Springs Advisory LLC
Palm Springs Advisory LLC is a Hong Kong-based RIA with 2 offices. The firm has been operating for 8 years. Managing $35.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$35.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Y
Yuanyuan Wang
Chief Operating Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
L
Lei Zhang
Chief Executive Officer
- CRD
- #6875983
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,378,045 | $233,828 |
| Non-Discretionary | $30,128,195 | $15,064,098 |
| Total | $35,506,240 | $1,420,250 |
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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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