Kwang
No

Everett Harris & Co

CRD#7260425
Investment Advisor
in Los Angeles, CA

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About this Advisor

Kwang No is a chartered financial analyst based in Los Angeles, California with 3 years of relevant experience. No is currently employed by Everett Harris & Co. They have spent their entire career at Everett Harris & Co. No is registered to operate in California. Everett Harris & Co is a financial advisory company headquartered in Los Angeles, CA. It has offices in three locations and a total of 18 advisors. It administers $9 billion in assets among its 1,728 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 1,728 accounts, 98% are associated with high-net-worth clients who have greater than $1 million in investable assets. Everett Harris & Co offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Everett Harris & Co typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

801 South Figueroa Street Suite 2050
Los Angeles, CA 90017

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Everett Harris & Co Brokerage Details

Total Assets Under Management

$8,726,810,918

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

1,728

CA Average: 3,727
Average Account Size

$5,050,238

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kwang No Work History

Kwang has been registered as a financial advisor for 3 years.*

2008 - Present (16 years)

Everett Harris & Co

*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 Kwang No 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 Everett Harris & Co

John Aprill
Charlotte, NC
Elizabeth Margalis
Los Angeles, CA
Monica Baier
Los Angeles, CA
Kwang No
Los Angeles, CA
Mark Foundos
Mission Viejo, CA
Robert Speidel
Mc Lean, VA
Deborah Griffith
Mission Viejo, CA
David Clark
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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