Kevin
Yin

Asterozoa Management

CRD#6522017
Investment Advisor
in Phoenix, AZ

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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

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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 (3 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

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

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