Shuyi Kong Wealth Management, Inc.

Shuyi Kong Wealth Management, Inc. (CRD# 168953) is a financial advisory firm headquartered in Millbrae, CA. They manage $32,551,270 in 288 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
475 El Camino Real, #410, Millbrae, CA 94030
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $113,025
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Shuyi Kong Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Shuyi Kong, financial advisor Millbrae CA
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 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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