A complete list of active advisors currently associated with Yiu Advisors, LLC
Warmer can help you find a great advisor at Yiu Advisors, LLC or one who fits your needs even better.
Yiu Advisors, LLC is a newly formed SEC‑registered investment adviser that offers discretionary portfolio management and standalone financial planning services for individual clients. As reported in its brochure, the firm currently has no assets under management, no clients, and no active advisors registered with the SEC. The firm documents client objectives and risk tolerances in an Investment Policy Statement and seeks discretionary authority to implement asset allocation, asset selection, and ongoing portfolio monitoring. Its stated methods include fundamental analysis and modern portfolio theory, and its investment strategies may include long‑term and short‑term trading as well as options, margin transactions, and short sales. Distinctive for a firm in this category, Yiu Advisors discloses offering both fixed‑fee and hourly financial planning arrangements alongside asset‑based portfolio management, features that are uncommon among similar firms with no active advisors. The firm also notes it does not serve as a private fund adviser, recommends an institutional custodian (with potential access to custodial research and services), and does not participate in wrap‑fee programs.
To learn more about the advisors currently working at Yiu Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Da;y City, CA
| 2
|
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