AdvisorOS Directory
Claim Profile
YT

Yi-Hung Tsai

OWNLA LLC·CITY OF INDUSTRY, California
Unclaimed Profile
17870 CASTLETON ST., STE121, CITY OF INDUSTRY, CA 91748CRD# 7078879Firm CRD# 300958
01

About

Yi-Hung Tsai is a registered financial advisor based in CITY OF INDUSTRY, California, affiliated with OWNLA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
OWNLA LLC
OWNLA LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at OWNLA LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Fixed fees
Regulatory
SEC/IARD CRD# 7078879
Firm CRD# 300958
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CITY OF INDUSTRY?

Browse all registered financial advisors in CITY OF INDUSTRY, California or claim this profile if it's yours.

Browse CITY OF INDUSTRY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Yi-Hung Tsai offer?
Yi-Hung Tsai specializes in Investment Management. Contact their office in CITY OF INDUSTRY, California for a consultation.
What are Yi-Hung Tsai's credentials?
Yi-Hung Tsai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yi-Hung Tsai located?
Yi-Hung Tsai is based in CITY OF INDUSTRY, California, working with OWNLA LLC. Their office serves clients in the CITY OF INDUSTRY metropolitan area and surrounding communities.
How does Yi-Hung Tsai charge for services?
Yi-Hung Tsai's firm is compensated through fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OWNLA LLC?
OWNLA LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile