Ni Advisors

Ni Advisors (CRD# 134502) is a financial advisory firm headquartered in Oakland, 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 - 9 of 9 top financial advisors.
1
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 9 years of experience in the finance industry.

2
Tsepei Wang
CRD#: 2816938
638 Webster Street, Suite 410, Oakland, CA 94607
93
Wealthminder
score

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

3
Chun Dok C. Wong
CRD#: 4211694
638 Webster Street, Suite 410, Oakland, CA 94607
93
Wealthminder
score

Chun Dok Wong (CRD# 4211694) is an Investment Advisor Representative working at Ni Advisors in Oakland, CA and has over 9 years of experience in the finance industry.

4
Shirley A. Wong
CRD#: 4869184
638 Webster Street, Suite 410, Oakland, CA 94607
93
Wealthminder
score

Shirley Wong (CRD# 4869184) is an Investment Advisor Representative working at Ni Advisors in Oakland, CA and has over 12 years of experience in the finance industry.

5
Timothy C. Yang
CRD#: 1356606
638 Webster Street, Suite 410, Oakland, CA 94607
93
Wealthminder
score

Timothy Yang (CRD# 1356606) is an Investment Advisor Representative working at Ni Advisors in Oakland, CA and has over 20 years of experience in the finance industry.

6
Jinrong Wang
CRD#: 5158574
638 Webster Street, Suite 410, Oakland, CA 94607
90
Wealthminder
score

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

7
Timothy Getzoff
CRD#: 5083995
638 Webster Street, Suite 410, Oakland, CA 94607
81
Wealthminder
score

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

8
Suihock Goy
CRD#: 2821380
1108 S. Baldwin Ave., Suite 209, Arcadia, CA 91007
63
Wealthminder
score

Suihock Goy (CRD# 2821380) is an Investment Advisor Representative working at Ni Advisors in Arcadia, CA and has over 20 years of experience in the finance industry.

9
Peter T. Po
CRD#: 3106974
638 Webster Street, Suite 410, Oakland, CA 94607
58
Wealthminder
score

Peter Po (CRD# 3106974) is an Investment Advisor Representative working at Ni Advisors in Oakland, CA and has over 19 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.