Kevin Shihao
Yu
Arrowroot Family Office, LLC
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About this Advisor
Kevin Shihao Yu is a financial advisor based in Marina Del Rey, California, working with Arrowroot Family Office, LLC. Kevin has previously held positions at Arrowroot Family Office LLC, Arrowroot Family Office, LLC, Student - UCLA, Pontifax Agtech Fund, Merrill Lynch, LPL Financial, and Student. Kevin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kevin is part of Arrowroot Family Office, LLC, which operates out of Marina Del Rey, California. The firm has 4 offices and 17 employees. The firm manages assets totaling $308.8 million 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 pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Arrowroot Family Office, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arrowroot Family Office, LLC Brokerage Details
$308,775,317
17
1,347
$229,232
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Shihao Yu Work History
Arrowroot Family Office LLC
Arrowroot Family Office, LLC
Student - Ucla
Pontifax Agtech Fund
Merrill Lynch
Student - Ucla
Lpl Financial
Student - Ucla
Student
Disclosures
Please visit the SEC profile of Kevin Shihao Yu 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 Arrowroot Family Office, LLC
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Marina Del Rey, CA
El Dorado Hills, CA
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Tacoma, WA
Charlottesville, VA
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