Claim Profile
JH

Joey Hu

BUENA VISTA FUND MANAGEMENT, LLC.·SAN FRANCISCO, California
Unclaimed Profile
235 MONTGOMERY ST., SAN FRANCISCO, CA 94104CRD# 6318306Firm CRD# 124537
01

About

Joey Hu is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BUENA VISTA FUND 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
BUENA VISTA FUND MANAGEMENT, LLC.
BUENA VISTA FUND MANAGEMENT, LLC.
AUM
$421M
Regulatory assets under management
Employees
1
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 6318306
Firm CRD# 124537
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joey Hu offer?
Joey Hu specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Joey Hu's credentials?
Joey Hu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joey Hu located?
Joey Hu is based in SAN FRANCISCO, California, working with BUENA VISTA FUND MANAGEMENT, LLC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Joey Hu charge for services?
Joey Hu's firm is compensated through percentage of aum, performance-based fees, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUENA VISTA FUND MANAGEMENT, LLC.?
BUENA VISTA FUND MANAGEMENT, LLC. has approximately 1 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty