Nancy Houang, financial advisor Los Angeles CA
90 score

Nancy Houang

CRD Number: 6160905
Current Firm: Ami Asset Management Corp

Nancy Houang (CRD# 6160905) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Los Angeles CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
David Fried, financial advisor Los Angeles CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Los Angeles CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
Ami Asset Management Los Angeles, CA Jan 2013 - Current 3
Jones Coffee Roaster West Hollywood, CA Dec 2011 - Dec 2012 1
First Quadrant Pasadena, CA Dec 2010 - Dec 2011 1
First Western Capital Management Century City, CA Feb 2007 - Dec 2010 3
Aaron Fleck & Associates Santa Monica, CA Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Nancy Houang
Phone Number: 424 320-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,714
    MILLIONS
  • Total Number of Accounts
    1,520
    ACCOUNTS
  • Average Account Value
    $1,127,665
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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, FL, IA, IL, NE, NJ, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Nancy Houang and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.