S
$47.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
153 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-29-2013
- Office Locations
- 1
Office Locations
475 EL Camino Real, #410 Millbrae CA
About Shuyi Kong Wealth Management, Inc.
Shuyi Kong Wealth Management, Inc. is a Millbrae-based RIA. The firm has been operating for 12 years. Managing $47.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial.
Team overview
-- AVG AGE
$47.3M AVG AUM / ADVISOR
$309.3K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Shuyi Kong
Chief Compliance Officer, President
- CRD
- #3039505
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,324,139 | -- |
| Total | $47,324,139 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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