S
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2010
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About SML Capital LLC
SML Capital LLC is a SAN Diego-based RIA. The firm has been operating for 16 years. Managing $28.0M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Services
Available
Owner & Executives
Y
YOUHANG JIANG
Chief Investment Officer, President
- CRD
- #3268663
- Ownership
- 75% or more
Available
Available
Available
S
SHIMIN LIU
Secretary
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing