Beyond Financial Services

Beyond Financial Services (CRD# 286350) is a financial advisory firm headquartered in Fremont, CA. They manage $151,619,765 in 316 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
39560 Stevenson Place, Suite 111, Fremont, CA 94539
https://www.beyondfinancialservices.com
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $479,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Beyond Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Ka Ki Leung, financial advisor Fremont CA
Ka Ki K. Leung
CRD#: 5294353
39560 Stevenson Place, Suite 111, Fremont, CA 94539

Ka Ki Leung (CRD# 5294353) is an Investment Advisor Representative working at Beyond Financial Services in Fremont, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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