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Philip Yu-Fei Liu

ARCA INVESTMENT MANAGEMENT, LLC·MARINA DEL REY, California
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4551 GLENCOE AVE, MARINA DEL REY, CA 90292CRD# 5329292Firm CRD# 298298
01

About

Philip Yu-Fei Liu is a registered financial advisor based in MARINA DEL REY, California, affiliated with ARCA INVESTMENT 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
ARCA INVESTMENT MANAGEMENT, LLC
ARCA INVESTMENT MANAGEMENT, LLC
AUM
$194M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at ARCA INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5329292
Firm CRD# 298298
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Yu-Fei Liu offer?
Philip Yu-Fei Liu specializes in Retirement Planning. Contact their office in MARINA DEL REY, California for a consultation.
What are Philip Yu-Fei Liu's credentials?
Philip Yu-Fei Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Yu-Fei Liu located?
Philip Yu-Fei Liu is based in MARINA DEL REY, California, working with ARCA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.
How does Philip Yu-Fei Liu charge for services?
Philip Yu-Fei Liu'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 ARCA INVESTMENT MANAGEMENT, LLC?
ARCA INVESTMENT MANAGEMENT, LLC has approximately 31 employees and manages $194M 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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