Yiqi
Wang
American Fundstars
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About this Advisor
Yiqi Wang is a financial advisor based in Newport Beach, California, working with American Fundstars. Yiqi has previously held positions at Gf Securities, World Financial Group, and American Fundstars Financial Group LLC. Yiqi has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Yiqi is part of American Fundstars, which operates out of Newport Beach, California. The firm has 18 employees and manages assets totaling $177.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at American Fundstars includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Fundstars Brokerage Details
$177,119,330
18
276
$641,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Yiqi Wang Work History
American Fundstars Financial Group LLC
World Financial Group
Gf Securities
Disclosures
Please visit the SEC profile of Yiqi Wang 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 American Fundstars
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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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