Unclaimed Profile

Harvey Huawei Li

CONGRUENCE CAPITAL, PB LLC·LOS ANGELES, California

Clean recordCONGRUENCE CAPITAL, PB LLC

11111 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 6463762Firm CRD# 328559

Profile Verification

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

Identity

Harvey Huawei Li · LOS ANGELES, CA

Registration

CRD #6463762 · CONGRUENCE CAPITAL, PB LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Harvey Huawei Li is a registered financial advisor based in LOS ANGELES, California, affiliated with CONGRUENCE CAPITAL, PB LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CONGRUENCE CAPITAL, PB LLC

AUM

$94M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONGRUENCE CAPITAL, PB LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6463762

Firm CRD# 328559

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Harvey Huawei Li offer?

Harvey Huawei Li specializes in Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Harvey Huawei Li's credentials?

Harvey Huawei Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harvey Huawei Li located?

Harvey Huawei Li is based in LOS ANGELES, California, working with CONGRUENCE CAPITAL, PB LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Harvey Huawei Li charge for services?

Harvey Huawei Li's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONGRUENCE CAPITAL, PB LLC?

CONGRUENCE CAPITAL, PB LLC has approximately 5 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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