Unclaimed Profile

Justina Tse-En Lai

WETHERBY ASSET MANAGEMENT LLC·SAN FRANCISCO, California

Clean recordWETHERBY ASSET MANAGEMENT LLC

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 6250834Firm CRD# 107341

Profile Verification

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

Identity

Justina Tse-En Lai · SAN FRANCISCO, CA

Registration

CRD #6250834 · WETHERBY ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Justina Tse-En Lai is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WETHERBY ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

LNW

AUM

$7.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6250834

Firm CRD# 107341

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Justina Tse-En Lai offer?

Justina Tse-En Lai specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Justina Tse-En Lai's credentials?

Justina Tse-En Lai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justina Tse-En Lai located?

Justina Tse-En Lai is based in SAN FRANCISCO, California, working with WETHERBY ASSET MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Justina Tse-En Lai charge for services?

Justina Tse-En Lai's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WETHERBY ASSET MANAGEMENT LLC?

WETHERBY ASSET MANAGEMENT LLC has approximately 87 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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