Ka-tye KooCRD Number: 6289354
Current Firm: Hewins Financial Advisors, LLC
Ka-tye Koo (CRD# 6289354) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 5 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Hewins Financial Advisors, LLC||Redwood City, CA||Aug 2013 - Current||4|
|Hewins Financial Advisors, LLC||San Mateo, CA||Mar 2012 - Aug 2013||1|
|Hewins Financial Advisors, LLC||San Mateo, CA||Mar 2011 - Mar 2012||1|
|Hewins Financial Advisors, LLC||San Mateo, CA||Oct 2010 - Mar 2011||< 1|
|Ajaxo Inc.||San Jose, CA||Jul 2009 - Oct 2010||1|
|University Of California Davis||Davis, CA||Sep 2008 - Jun 2009||< 1|
|University Of California Davis||Davis, CA||Sep 2006 - May 2009||2|
|Ajaxo Inc.||San Jose, CA||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management4,399MILLIONS
Total Number of Accounts5,878ACCOUNTS
Average Account Value$748,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI
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