Yuanshan Guo, financial advisor San Francisco CA
90 score

Yuanshan Guo

CRD Number: 6050259
Current Firm: Yiheng Capital, LLC

Yuanshan Guo (CRD# 6050259) is an Investment Advisor Representative working at Yiheng Capital, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Yiheng Capital, LLC San Francisco, CA Sep 2008 - Current 8
Unemployed San Francisco, CA Dec 2007 - Sep 2008 < 1
Brahman Capital San Francisco, CA Apr 2007 - Dec 2007 < 1
Unemployed Newport Beach, CA Dec 2006 - Apr 2007 < 1
First Q Capital Newport Beach, CA Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Yuanshan Guo
Phone Number: 415-875-5600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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