Kun Lun Development Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kun Lun Development Corporation primarily serves high‑net‑worth individuals and provides discretionary investment supervisory services, portfolio management for individual accounts, and investment consultations. The firm also offers a market‑timing service and multiple advisory programs clients can use to implement their financial plans.
Kun Lun generally delivers discretionary portfolio management and ongoing investment supervision, with fee arrangements commonly based on assets under management while also offering performance‑based compensation options that are uncommon among peers. One advisory program includes an option to separate execution costs from advisory fees, and program terms may be negotiated across accounts.
Compared with similarly sized advisors, the firm is noteworthy for its willingness to use performance‑based fee arrangements and for focusing exclusively on HNW clients rather than serving typical non‑HNW individual clients. Its small, concentrated client base combined with discretionary services, a market‑timing offering, and negotiable program terms distinguish it from many peers.
Client services
Fee options
$0 - $250,000: 2.5% $250,001 - $1,000,000: 2.0% $1,000,001+: Negotiable
20% of net realized capital gains, negotiable
Account minimum: $100,000
Main office
Danville CA
Advisors at this office
2
Most active in
California
Also doing business as
Kld Securities Corporation · Kun Lun Development Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gilbert K
Series 63, Series 65
Danville, CA
Kun Lun Development Corporation
Gilbert Kuo is a financial advisor with Kun Lun Development Corporation in Danville, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Kun Lun Development Corporation since 1995. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary investment supervisory services, portfolio management, and investment consultations. The firm is notable for its performance-based fee arrangements, market-timing service, and negotiable advisory program terms tailored to its concentrated client base.
Yeh Chwen K
Series 66
Danville, CA
Kun Lun Development Corporation
Yeh Chwen Kuo is a financial advisor at Kun Lun Development Corporation with 20 years of industry experience. He holds a Series 66 designation and has been with Kun Lun Development Corporation since 2008. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary portfolio management, investment supervision, and various advisory programs. The firm is notable for its focus on performance-based fee arrangements and a concentrated client base, providing services tailored specifically to high-net-worth clients.
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