Fang
Li
Baleen Capital Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Fang Li is a financial advisor who works in Las Vegas, Nevada who has 2 years of relevant experience. Li is an employee of Baleen Capital Management LLC. Their career trajectory has included roles at Baleen Capital Management LLC, Sendle LLC and Afterpay Touch. Li holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Washington. Baleen Capital Management LLC is a financial advisory firm based out of Las Vegas, NV. It handles $95 million in total assets across its three customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Baleen Capital Management Llc provides portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on which services are provided. However, fee types charged by Baleen Capital Management LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Baleen Capital Management LLC Brokerage Details
$95,400,000
1
3
$31,800,000
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Fang Li Work History
Fang has been registered as a financial advisor for 2 years.*
Baleen Capital Management LLC
Sendle LLC
Afterpay Touch
Baleen Capital Management LLC
*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 Fang Li 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 Baleen Capital Management LLC
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
