Yat Sing
Wong
Running Oak Capital LLC
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About this Advisor
Yat Sing Wong is a financial advisor working out of Minneapolis, Minnesota with a total of 1 year of industry experience. Wong is an advisor for Running Oak Capital LLC. The advisor has gained experience at Bdo, Cascade Asia, Radio Free Asia, Gryphon Strategies, Languageline Solutions, Steve Vickers & Associates, The Education University Of Hong Kong, The City University Of Hong Kong, Creative Gain Limited, Northern Ireland Council For Ethnic Minorities, The Hong Kong Polytechnic University, The London School Of Economics And Political Science (Lse) and Ita Promotions. Wong maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Minnesota. Running Oak Capital LLC is a financial advisory business that has its headquarters in Minneapolis, MN. It oversees $404 million in assets under management across its 856 accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 856 accounts, 96% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a few services, such as portfolio management for individuals and small businesses and other services. Financial advisory fee schedules vary depending on which service is provided. However, fees charged by Running Oak Capital LLC may include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Running Oak Capital LLC Brokerage Details
$403,900,000
2
856
$471,846
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Yat Sing Wong Work History
Yat Sing has been registered as a financial advisor for 1 years.*
Radio Free Asia
Ita Promotions
Bdo
Cascade Asia
Radio Free Asia
Gryphon Strategies
Languageline Solutions
The Education University Of Hong Kong
Steve Vickers & Associates
The London School Of Economics And Political Science (Lse)
The Education University Of Hong Kong
The City University Of Hong Kong
Creative Gain Limited
Northern Ireland Council For Ethnic Minorities
The Hong Kong Polytechnic University
*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 Yat Sing Wong 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 Running Oak Capital LLC
Minneapolis, MN
Windermere, FL
Minneapolis, MN
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