Annabelle Wong (CRD# 4883549) is an Investment Advisor Representative working at Blue Lawn Asset Management LLC in San Francisco, CA and has over 7 years 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 |
|---|---|---|---|
| Blue Lawn Asset Management LLC | San Francisco, CA | Jul 2016 - Current | 7 |
| True Bearing Asset Management LP | San Francisco, CA | Nov 2004 - Nov 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$67,752,848
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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