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Evan Xiaoyi Ke

SKBA CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordSKBA CAPITAL MANAGEMENT, LLC
601 CALIFORNIA ST., SUITE 1500, SAN FRANCISCO, CA 94108-2805CRD# 5908815Firm CRD# 108542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Xiaoyi Ke · SAN FRANCISCO, CA
Registration
CRD #5908815 · SKBA CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Evan Xiaoyi Ke is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SKBA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
SKBA CAPITAL MANAGEMENT, LLC
SKBA CAPITAL MANAGEMENT, LLC
AUM
$646M
Regulatory assets under management
Employees
10
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF MODEL PORTFOLIO ASSETS
Regulatory
SEC/IARD CRD# 5908815
Firm CRD# 108542
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Evan Xiaoyi Ke offer?
Evan Xiaoyi Ke specializes in Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Evan Xiaoyi Ke's credentials?
Evan Xiaoyi Ke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Xiaoyi Ke located?
Evan Xiaoyi Ke is based in SAN FRANCISCO, California, working with SKBA CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Evan Xiaoyi Ke charge for services?
Evan Xiaoyi Ke's firm is compensated through percentage of aum, other: percentage of model portfolio assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKBA CAPITAL MANAGEMENT, LLC?
SKBA CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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