Kevin
Yin

Asterozoa Management

CRD#6522017
Investment Advisor
in Phoenix, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Yin is a financial advisor based in Phoenix, Arizona, working with Asterozoa Management. Kevin has previously held positions at Asterozoa Management, Pimco, Davenport Capital Management, Over, UBS Wealth Management, and Vons. Kevin is registered to provide services in California. Currently, Kevin is part of Asterozoa Management, which operates out of Phoenix, Arizona. The firm has 2 offices and 4 employees. The firm manages assets totaling $106.0 million. The services offered by the firm include portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Asterozoa Management includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Phoenix, AZ

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Asterozoa Management Brokerage Details

Total Assets Under Management

$106,047,795

Total Number of Employees

4

Total Number of Accounts

4

Average Account Size

$26,511,949

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Kevin Yin Work History

2021 - Present (4 years)

Asterozoa Management

2018 - 2021 (3 years)

Pimco

2017 - 2017 (< 1 year)

Davenport Capital Management

2016 - 2016 (< 1 year)

Over

2015 - 2015 (< 1 year)

Ubs Wealth Management

2014 - 2014 (< 1 year)

Vons

2001 - 2018 (17 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kevin Yin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asterozoa Management

Joseph Hegener
Phoenix, AZ
Kevin Yin
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started