Yuanshan GuoCRD 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 5 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Yiheng Capital, LLC||San Francisco, CA||Sep 2008 - Current||9|
|Unemployed||San Francisco, CA||Dec 2007 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management402MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$100,391,605
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)