Manning
Huang

Gradient Advisors, LLC

CRD#4754651
Investment Advisor
in Irvine, CA

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About this Advisor

Manning Huang is a financial advisor based out of Irvine, California. Huang is an advisor for Gradient Advisors, LLC. During their career, Huang has held roles at Gradient Advisors LLC, Blessed Wealth Real Estate Services, Blessed Wealth Tax Consulting, Newmark Grubb Knight Frank, Skilled Healthcare Group, Inc, Stearns Lending LLC, Chinese Baptist Church Of Central Orange County, Zutila, Reebroker and Blessed Wealth Insurance Services. Huang holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California and Texas. Gradient Advisors, LLC is a financial advisory firm that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 129 locations and a total of 142 people on staff. It oversees $177 million in total assets between its 1,434 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,434 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the financial services offered. However, fees charged by Gradient Advisors, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

500 Technology Drive Suite 300-C
Irvine, CA 92618

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Gradient Advisors, LLC Brokerage Details

Total Assets Under Management

$177,102,125

CA Average: $5,289,111,388
Total Number of Employees

142

CA Average: 157
Total Number of Accounts

1,434

CA Average: 8,262
Average Account Size

$123,502

CA Average: $640,173

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

Manning Huang Work History

Manning has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Gradient Advisors LLC

2022 - Present (2 years)

Blessed Wealth Tax Consulting

2021 - Present (3 years)

Zutila

2019 - Present (5 years)

Blessed Wealth Real Estate Services

2019 - Present (5 years)

Blessed Wealth Insurance Services

2020 - 2021 (1 year)

Chinese Baptist Church Of Central Orange County

2019 - 2020 (1 year)

Reebroker

2016 - 2019 (3 years)

Stearns Lending LLC

2013 - 2016 (3 years)

Skilled Healthcare Group, Inc

2012 - 2013 (1 year)

Newmark Grubb Knight Frank

*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 Manning Huang 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 Gradient Advisors, LLC

Daniel Koch
Cedar Rapids, IA
Ebba Tilahune
Saint Paul, MN
Danielle Byrne
Chesapeake, VA
Heather Herring
Kansas City, MO
Brian Wolfe
Saint Paul, MN
Robert Cox
Duluth, GA
Michael Fritts
Knoxville, TN
Andrew Brenhaug
Newport Beach, 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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