New Assets Investment Advisors LLC
New Assets Investment Advisors LLC (CRD# 167341) is a financial advisory firm headquartered in Milpitas, CA. They manage $5,800,986 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$82,871
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
We-yu Chou (CRD# 2473767) is an Investment Advisor Representative working at New Assets Investment Advisors LLC in Milpitas, CA and has over 5 years of experience in the finance industry.