Unclaimed Profile

Amy Hui Chih Ko

BELAY INVESTMENT GROUP, LLC·SHERMAN OAKS, California

Clean recordBELAY INVESTMENT GROUP, LLC

15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403CRD# 5809067Firm CRD# 281985

Profile Verification

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

Identity

Amy Hui Chih Ko · SHERMAN OAKS, CA

Registration

CRD #5809067 · BELAY INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy Hui Chih Ko is a registered financial advisor based in SHERMAN OAKS, California, affiliated with BELAY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BELAY INVESTMENT GROUP, LLC

AUM

$410M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BELAY INVESTMENT GROUP, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5809067

Firm CRD# 281985

View on FINRA BrokerCheck →

Looking for a financial advisor in SHERMAN OAKS?

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

Browse SHERMAN OAKS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy Hui Chih Ko offer?

Amy Hui Chih Ko specializes in Retirement Planning, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.

What are Amy Hui Chih Ko's credentials?

Amy Hui Chih Ko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Hui Chih Ko located?

Amy Hui Chih Ko is based in SHERMAN OAKS, California, working with BELAY INVESTMENT GROUP, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.

How does Amy Hui Chih Ko charge for services?

Amy Hui Chih Ko's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELAY INVESTMENT GROUP, LLC?

BELAY INVESTMENT GROUP, LLC has approximately 16 employees and manages $410M 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 →