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 in Irvine, California, working with Gradient Advisors, LLC. Manning has previously held positions at Gradient Advisors LLC, Blessed Wealth Real Estate Services, Blessed Wealth Tax Consulting, Blessed Wealth Insurance Services, Skilled Healthcare Group, Inc, Stearns Lending LLC, Reebroker, Chinese Baptist Church Of Central Orange County, and Zutila. Manning has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Manning is part of Gradient Advisors, LLC, which operates out of Irvine, California. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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

$207,096,853

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

157

CA Average: 157
Total Number of Accounts

2,706

CA Average: 8,262
Average Account Size

$76,532

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

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

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

Christian Osborn
Saint Paul, MN
Matthew Engstrom
Saint Paul, MN
Scott Ballinger
Lincoln, NE
John Dement
Marietta, GA
Timothy Kaley
Saint Paul, MN
Adam Estall
Saint Paul, MN
Shane Segner
Wayzata, MN
Inge Babinciuc
Saint Paul, MN

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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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