Michael
Hu
Mariner Independent
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About this Advisor
Michael Hu is a financial advisor based in Tustin, California, working with Mariner Independent. Michael has previously held positions at Jackson Financial Management, Adviceperiod, LLC, and Mariner Platform Solutions. Michael is registered to provide services in California. Currently, Michael is part of Mariner Independent, which operates out of Tustin, California. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion 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, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Hu Work History
Mariner Platform Solutions
Adviceperiod, LLC
Jackson Financial Management
Disclosures
Please visit the SEC profile of Michael Hu 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 Mariner Independent
Manhattan Beach, CA
Brookline, MA
Newport Beach, CA
Los Angeles, CA
Warrenton, VA
Thousand Oaks, CA
Los Angeles, CA
Florham Park, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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