Yat Sing
Wong
Running Oak Capital LLC
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About this Advisor
Yat Sing Wong is a financial advisor based in Minneapolis, Minnesota, working with Running Oak Capital LLC. Yat Sing Wong has previously held positions 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, The London School Of Economics And Political Science (Lse), and Ita Promotions. Yat Sing Wong has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Yat Sing Wong is part of Running Oak Capital LLC, which operates out of Minneapolis, Minnesota. The firm has 2 employees and manages assets totaling $533.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Running Oak Capital LLC includes asset-based and other fees.
Certifications and Registrations
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Running Oak Capital LLC Brokerage Details
$533,731,999
2
853
$625,712
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Yat Sing Wong Work History
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
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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