Shuyi Kong Wealth Management, Inc.
Shuyi Kong Wealth Management, Inc. (CRD# 168953) is a financial advisory firm headquartered in Millbrae, CA. They manage $32,551,270 in 288 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shuyi Kong Wealth Management, Inc.
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts288ACCOUNTS
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Average Account Value$113,025
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Shuyi Kong Wealth Management, Inc.
1
Shuyi Kong (CRD# 3039505) is an Investment Advisor Representative working at Shuyi Kong Wealth Management, Inc. in Millbrae, CA and has over 25 years of experience in the finance industry.
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