Ni Advisors

Ni Advisors (CRD# 134502) is a financial advisory firm headquartered in Milpitas, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 Ni Advisors
Showing 1 - 10 of 12 top financial advisors.
1
Neeraj Bhatia
CRD#: 4901986
1138 Cadillac Court, Milpitas, CA 95035
93
Wealthminder
score

Neeraj Bhatia (CRD# 4901986) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 13 years of experience in the finance industry.

2
Ping F. Lee
CRD#: 4721916
2514 S. Hacienda Blvd., Suite D, Hacienda Heights, CA 91745
93
Wealthminder
score

Ping Lee (CRD# 4721916) is an Investment Advisor Representative working at Ni Advisors in Hacienda Heights, CA and has over 10 years of experience in the finance industry.

3
Tsepei Wang
CRD#: 2816938
1138 Cadillac Court, Milpitas, CA 95035
93
Wealthminder
score

Tsepei Wang (CRD# 2816938) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 21 years of experience in the finance industry.

4
Chun Dok C. Wong
CRD#: 4211694
1138 Cadillac Court, Milpitas, CA 95035
93
Wealthminder
score

Chun Dok Wong (CRD# 4211694) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 10 years of experience in the finance industry.

5
Shirley A. Wong
CRD#: 4869184
1138 Cadillac Court, Milpitas, CA 95035
93
Wealthminder
score

Shirley Wong (CRD# 4869184) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 13 years of experience in the finance industry.

6
Jinrong Wang
CRD#: 5158574
1138 Cadillac Court, Milpitas, CA 95035
88
Wealthminder
score

Jinrong Wang (CRD# 5158574) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has 1 year of experience in the finance industry.

7
Timothy P. Getzoff
CRD#: 5083995
1138 Cadillac Court, Milpitas, CA 95035
81
Wealthminder
score

Timothy Getzoff (CRD# 5083995) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 11 years of experience in the finance industry.

8
Jianhua Lin
CRD#: 5372972
1138 Cadillac Court, Milpitas, CA 95035
68
Wealthminder
score

Jianhua Lin (CRD# 5372972) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 10 years of experience in the finance industry.

9
Clark Owen
CRD#: 6096730
3769 Peralta Blvd., Suite H, Fremont, CA 94536
65
Wealthminder
score

Clark Owen (CRD# 6096730) is an Investment Advisor Representative working at Ni Advisors in Fremont, CA and has over 3 years of experience in the finance industry.

10
Suihock Goy
CRD#: 2821380
1138 Cadillac Court, Milpitas, CA 95035
63
Wealthminder
score

Suihock Goy (CRD# 2821380) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 21 years of experience in the finance industry.

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