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Xuelei Jessica Li

BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, California
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909 MONTGOMERY STREET, SAN FRANCISCO, CA 94133-4652CRD# 6664214Firm CRD# 106226
01

About

Xuelei Jessica Li is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BLUM CAPITAL PARTNERS LP. 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
BLUM CAPITAL PARTNERS LP
BLUM CAPITAL PARTNERS LP
AUM
$71M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BLUM CAPITAL PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6664214
Firm CRD# 106226
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Xuelei Jessica Li offer?
Xuelei Jessica Li specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Xuelei Jessica Li's credentials?
Xuelei Jessica Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Xuelei Jessica Li located?
Xuelei Jessica Li is based in SAN FRANCISCO, California, working with BLUM CAPITAL PARTNERS LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Xuelei Jessica Li charge for services?
Xuelei Jessica Li's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUM CAPITAL PARTNERS LP?
BLUM CAPITAL PARTNERS LP has approximately 12 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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