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Huimin Zhan

TRANSCEND CAPITAL MANAGEMENT, LLC·IRVINE, California
Unclaimed Profile
15635 ALTON PARKWAY, SUITE 117, IRVINE, CA 92618CRD# 2920750Firm CRD# 316510
01

About

Huimin Zhan is a registered financial advisor based in IRVINE, California, affiliated with TRANSCEND CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BEYOND GLOBAL MANAGEMENT, LLC
BEYOND GLOBAL MANAGEMENT, LLC
AUM
$226M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BEYOND GLOBAL MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2920750
Firm CRD# 316510
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Huimin Zhan offer?
Huimin Zhan specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.
What are Huimin Zhan's credentials?
Huimin Zhan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Huimin Zhan located?
Huimin Zhan is based in IRVINE, California, working with TRANSCEND CAPITAL MANAGEMENT, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Huimin Zhan charge for services?
Huimin Zhan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSCEND CAPITAL MANAGEMENT, LLC?
TRANSCEND CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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