Yi Zeng (CRD# 6866852) is an Investment Advisor Representative working at Investamily, LLC in Oak Park, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Dream Services Inc. | Irvine, CA | Sep 2013 - Current | 10 |
| Investamily, LLC | Chicago, IL | Apr 2010 - Current | 14 |
- CA
- IL
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$350,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, IL
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