Key West Investments, LLC

Key West Investments, LLC (CRD# 149418) is a financial advisory firm headquartered in San Gabriel, CA. They manage $5,000,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $294,118
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Key West Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David T. Liu
CRD#: 5835446
227 W. Valley Blvd, Suite 298b, San Gabriel, CA 91776
93
Wealthminder
score

David Liu (CRD# 5835446) is an Investment Advisor Representative working at Key West Investments, LLC in San Gabriel, CA and has over 5 years of experience in the finance industry.

2
Yvonne Y. Yiu
CRD#: 3135460
227 W. Valley Blvd, Suite 298b, San Gabriel, CA 91776
93
Wealthminder
score

Yvonne Yiu (CRD# 3135460) is an Investment Advisor Representative working at Key West Investments, LLC in San Gabriel, CA and has over 18 years of experience in the finance industry.

3
Jacky C. Hong
CRD#: 3208538
227 W. Valley Blvd, Suite 298b, San Gabriel, CA 91776
68
Wealthminder
score

Jacky Hong (CRD# 3208538) is an Investment Advisor Representative working at Key West Investments, LLC in San Gabriel, CA and has over 17 years of experience in the finance industry.

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