CRD: 298542

Tradingvalley Inc.

Taipei

+886-2713-6598

www.growin.tv/en

$4.4M Total AUM

$4.4M Disc. AUM

-1.4% 3Y CAGR

2 Employees

168 ADV. Clients

7 yrs Firm Age

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Firm Details

Custodian: Interactive Brokers
Clients: Retail
Platforms: --
Established Date: 10-01-2018
Office Locations: 1

Office Locations

7f., No. 110 Zhouzi St., Neihu Dist. Taipei --

About Tradingvalley Inc.

TradingValley (Growin) is an SEC-registered online investment adviser serving retail investors with AI-driven research and advisory tools for US-listed stocks and ETFs. The platform’s WinwinGPT (ChatGPT-powered) and 5-dimension scoring support screening, sector trend analysis, and rules-based backtesting (since 2007). Trading data is displayed via TradingView, with brokerage execution through Interactive Brokers.

Team overview

-- AVG AGE

$4.4M AVG AUM / ADVISOR

$25.9K AVG AUM / CLIENT

6.2 yrs AVG TENURE

2 Employees

1 Advisory Reps

1 RIA Reps

7yrs Firm Age

Insights

Available

Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

CHIA HAO LEE

Chief Compliance Officer

CRD: --
Ownership: 5% but less than 10%

Available

Han -Sheng Peng

Chief Executive Officer

CRD: --
Ownership: Less than 5%

Available

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Contacts

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

03-01-2022

02-22-2023

03-18-2024

03-18-2025

03-02-2026

Category	Assets	AVG. Account size
Discretionary	$4,354,136	$25,917
Non-Discretionary	$0	--
Total	$4,354,136	$25,917

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Separately Managed Accounts

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Equity - Exchange:

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Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Total	Available	Available

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Tradingvalley Inc.

Firm Details

Office Locations

About Tradingvalley Inc.

Team overview

Insights

Asset Classes

Custodian

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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