Inferred Investment Group
Inferred Investment Group (CRD# 298814) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $198,310 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Inferred Investment Group
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$39,662
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Inferred Investment Group
1
Yuju Wang (CRD# 5375250) is an Investment Advisor Representative working at Inferred Investment Group in Scotts Valley, CA and has over 16 years of experience in the finance industry.
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