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).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $82,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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 New Assets Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
We-yu Chou
CRD#: 2473767
1525 Mccarthy Blvd, Suite 1083, Milpitas, CA 95035
90
Wealthminder
score

We-yu Chou (CRD# 2473767) is an Investment Advisor Representative working at New Assets Investment Advisors LLC in Milpitas, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.