Julie WonCRD Number: 2974746
Current Firm: Hanson & Doremus Investment Management
Julie Won (CRD# 2974746) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Palo Alto, CA and has over 11 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Thistle Finch Investments||Palo Alto, CA||Feb 2011 - Current||5|
|Not Employed||Palo Alto, CA||Oct 2010 - Jan 2011||< 1|
|Cogence Capital||Mountain View, CA||Apr 2009 - Sep 2010||1|
|Hanson Investment Management||Burlington, VT||Aug 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management330MILLIONS
Total Number of Accounts851ACCOUNTS
Average Account Value$387,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
CA, CO, FL, IL, MA, NH, NY, TX, VT