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Ka-Tye Koo

TEAM HEWINS, LLC·REDWOOD CITY, California
Unclaimed Profile
203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 6289354Firm CRD# 291194
01

About

Ka-Tye Koo is a registered financial advisor based in REDWOOD CITY, California, affiliated with TEAM HEWINS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TEAM HEWINS, LLC
TEAM HEWINS, LLC
AUM
$2.5B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at TEAM HEWINS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6289354
Firm CRD# 291194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ka-Tye Koo offer?
Ka-Tye Koo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Ka-Tye Koo's credentials?
Ka-Tye Koo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ka-Tye Koo located?
Ka-Tye Koo is based in REDWOOD CITY, California, working with TEAM HEWINS, LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Ka-Tye Koo charge for services?
Ka-Tye Koo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEAM HEWINS, LLC?
TEAM HEWINS, LLC has approximately 23 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REDWOOD CITY
Ed Cluss — SIGNIA MANAGEMENT COMPANY, LLCRichard Thompson — SIGNIA MANAGEMENT COMPANY, LLCZaw Thet — SIGNIA MANAGEMENT COMPANY, LLCAnagha Raje — SIGNIA MANAGEMENT COMPANY, LLCDiane Unwin Kelvie — HEWINS FINANCIAL ADVISORS, LLC
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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