James
Hu
Mutual Advisors, LLC
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About this Advisor
James Hu is a financial advisor based in Diamond Bar, California, working with Mutual Advisors, LLC. James has previously held positions at Partnervest Advisory Services, LLC, Changepath, LLC, Polaris Financial, Inc, and Mutual Advisors, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Mutual Advisors, LLC, which operates out of Diamond Bar, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
James Hu Work History
Mutual Advisors, LLC
Polaris Financial, Inc
Changepath, LLC
Partnervest Advisory Services, LLC
Disclosures
Please visit the SEC profile of James Hu 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 Mutual Advisors, LLC
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