Unclaimed Profile

Simon Zhang

NEWCOAST GROUP MANAGEMENT LLC·IRVINE, California

NEWCOAST GROUP MANAGEMENT LLC

18575 JAMBOREE ROAD, IRVINE, CA 92612CRD# 6767502Firm CRD# 317961

Profile Verification

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

Identity

Simon Zhang · IRVINE, CA

Registration

CRD #6767502 · NEWCOAST GROUP MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Simon Zhang is a registered financial advisor based in IRVINE, California, affiliated with NEWCOAST GROUP MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

NEWCOAST GROUP MANAGEMENT LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 6767502

Firm CRD# 317961

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Frequently Asked Questions

What services does Simon Zhang offer?

Simon Zhang is a registered financial advisor in IRVINE, California. Contact their office for details on services offered.

What are Simon Zhang's credentials?

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

Where is Simon Zhang located?

Simon Zhang is based in IRVINE, California, working with NEWCOAST GROUP MANAGEMENT LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How large is NEWCOAST GROUP MANAGEMENT LLC?

NEWCOAST GROUP MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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