Shuyi Kong Wealth Management, Inc.

Shuyi Kong Wealth Management, Inc. (CRD# 168953) is a financial advisory firm headquartered in Millbrae, CA. They manage $1,790,292 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Shuyi Kong Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Shuyi Kong
CRD#: 3039505
475 El Camino Real, #410, Millbrae, CA 94030

Shuyi Kong (CRD# 3039505) is an Investment Advisor Representative working at Shuyi Kong Wealth Management, Inc. in Millbrae, CA and has over 18 years of experience in the finance industry.

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