Yuxin
Tian

American Fundstars

CRD#7864705
Investment Advisor
in Newport Beach, CA

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About this Advisor

Yuxin Tian is a financial advisor based in Newport Beach, California, working with American Fundstars. Yuxin has previously held positions at Mts Global, American Fundstars Financial Group LLC, Xiamen Double Ten Middle School, Mater Dei High School, and the University of California at Irvine. Yuxin is registered to provide services in California. Currently, Yuxin 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 a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and the selection of other advisers. The fee structure at American Fundstars includes asset-based, fixed, and performance-based fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

4695 Macarthur Court Suite 560
Newport Beach, CA 92660

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American Fundstars Brokerage Details

Total Assets Under Management

$177,119,330

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

18

CA Average: 43
Total Number of Accounts

276

CA Average: 3,727
Average Account Size

$641,737

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Yuxin Tian Work History

2024 - Present (0 year)

American Fundstars Financial Group LLC

2023 - 2023 (< 1 year)

Mts Global

2018 - 2022 (4 years)

University Of California At Irvine

2015 - 2018 (3 years)

Mater Dei High School

2014 - 2015 (1 year)

Xiamen Double Ten Middle School

Disclosures

Please visit the SEC profile of Yuxin Tian 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

Guosi Liu
Newport Beach, CA
Jianlin Ren
Newport Beach, CA
Yuxin Tian
Newport Beach, CA
Yue Yu
Newport Beach, CA
Jiaqi Huang
Newport Beach, CA
Xiao Qiu
Newport Beach, CA
Gangming Liang
Newport Beach, CA
Peter Cheng
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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