Unclaimed Profile

Yannan Wang

NEW CITY INVESTMENTS LLC·CAMPBELL, California

Clean recordNEW CITY INVESTMENTS LLC

900 E. HAMILTON, STE. 100, CAMPBELL, CA 95008CRD# 6362125Firm CRD# 171887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Yannan Wang · CAMPBELL, CA

Registration

CRD #6362125 · NEW CITY INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Yannan Wang is a registered financial advisor based in CAMPBELL, California, affiliated with NEW CITY INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

NEW CITY INVESTMENTS LLC

AUM

$119M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEW CITY INVESTMENTS LLC →

Services

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6362125

Firm CRD# 171887

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Yannan Wang offer?

Yannan Wang specializes in Investment Management. Contact their office in CAMPBELL, California for a consultation.

What are Yannan Wang's credentials?

Yannan Wang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yannan Wang located?

Yannan Wang is based in CAMPBELL, California, working with NEW CITY INVESTMENTS LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

How does Yannan Wang charge for services?

Yannan Wang's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW CITY INVESTMENTS LLC?

NEW CITY INVESTMENTS LLC has approximately 2 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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