Y
$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-26-2019
- Office Locations
- 1
Office Locations
2645 N Berkeley Lake Road NW A205 Duluth GA
About Yongchang Company INC
Yongchang Company INC is a Duluth-based RIA. The firm has been operating for 6 years. Managing $10.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$76.5K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHARON XIAOHONG YU
Chief Compliance Officer, President, Senior Consultant
- CRD
- #7006609
- 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 | $10,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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