Kana
Liu
Sky Vision Wealth Management Corp
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About this Advisor
Kana Liu is a financial advisor who works out of Irvine, California with 1 year of relevant experience. Liu is on the advisory team at Sky Vision Wealth Management Corp. Over the course of their career, Liu has held roles at Sky Vision Insurance Agency, Sky Vision Insurance China, Sky Vision Management Corp and Sky Vision Wealth Management Corp. Liu holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California and Texas. Sky Vision Wealth Management Corp is a registered investment firm that has its headquarters in Irvine, CA. It administers $113 million in assets under management between its 77 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 77 customer accounts, 55% are held by high-net-worth individuals who have at least $1 million in investable assets. Sky Vision Wealth Management Corp performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of services provided. However, fees charged by Sky Vision Wealth Management Corp can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sky Vision Wealth Management Corp Brokerage Details
$113,391,901
3
77
$1,472,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kana Liu Work History
Kana has been registered as a financial advisor for 1 years.*
Sky Vision Wealth Management Corp
Sky Vision Management Corp
Sky Vision Insurance China
Sky Vision Insurance Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kana Liu 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 Sky Vision Wealth Management Corp
Irvine, CA
Irvine, CA
Irvine, CA
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