Yuanyuan
Che
Austin Asset
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About this Advisor
Yuanyuan Che is a financial advisor based in Austin, Texas, working with Austin Asset. Yuanyuan has previously held positions at The Connemara Group, LLC, Blue Ocean Global Wealth, LLC, College For Financial Planning, Drexel University, and Austin Asset. Yuanyuan is registered to provide services in Texas. Currently, Yuanyuan is part of Austin Asset, which operates out of Austin, Texas. The firm has one office and 23 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Austin Asset includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Austin Asset Brokerage Details
$1,539,329,345
23
2,310
$666,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Yuanyuan Che Work History
Austin Asset
The Connemara Group, LLC
The Connemara Group, LLC
College For Financial Planning
Blue Ocean Global Wealth, LLC
Blue Ocean Global Wealth, LLC
Drexel University
Disclosures
Please visit the SEC profile of Yuanyuan Che 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 Austin Asset
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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