Mindy Ying (CRD# 2894198) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Pacifica, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Plymouth, MN | Jun 2021 - Current | 2 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Jun 2021 - Current | 2 |
| Pillar Pacific Capital Management | San Marino, CA | Nov 2007 - Jun 2021 | 13 |
- CA
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Total Assets Under Management72,025MILLIONS
-
Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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