Yuanyuan
Che
Austin Asset
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About this Advisor
Yuanyuan Che is a certified financial planner working out of Austin, Texas. Che is on the advisory team at Austin Asset. Over the course of their career, Che has held roles at The Connemara Group, LLC, Blue Ocean Global Wealth, LLC, College For Financial Planning, Drexel University and Austin Asset. Che is approved to serve investors in Texas. Austin Asset is an advisory firm headquartered in Austin, TX. The investment advisory business has a total of 22 people on staff. It oversees $1 billion in assets among its 2,095 customer accounts, making it one of the larger firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 2,095 accounts, 69% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which service is provided. Fees billed by Austin Asset most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Austin Asset Brokerage Details
$1,265,576,615
22
2,095
$604,094
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
Yuanyuan has been registered as a financial advisor for 0 years.*
Austin Asset
The Connemara Group, LLC
The Connemara Group, LLC
College For Financial Planning
Blue Ocean Global Wealth, LLC
Blue Ocean Global Wealth, LLC
Blue Ocean Global Wealth, LLC
Drexel 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 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 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.
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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.
