Minorkey Management

Minorkey Management (CRD# 285365) is a financial advisory firm headquartered in , . They manage $3,972,665 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $794,533
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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 Minorkey Management
Showing 1 - 1 of 1 top financial advisors.
1
Jason Zhao, financial advisor Corona Del Mar CA
Jason M. Zhao
CRD#: 2895933
Corona Del Mar, CA

Jason Zhao (CRD# 2895933) is an Investment Advisor Representative working at Minorkey Management in Corona Del Mar, CA and has over 22 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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