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Qiuwen Xia, financial advisor Fremont CA

Qiuwen Xia

CRD Number: 4958716
Current Firm: Five Stone Capital, LLC

Qiuwen Xia (CRD# 4958716) is an Investment Advisor Representative working at Five Stone Capital, LLC in Fremont, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Five Stone Capital, LLC Fremont, CA Jul 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Qiuwen Xia
43519 Jerome Avenue, Fremont, CA 94539
Phone Number: (510) 656-2406
Firm Website: http://www.fivestonecapitalllc.com
Registered State(s):
  • CA
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Current Firm Details
Five Stone Capital, LLC
Firm's CRD Number: 133190
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,380,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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