Unclaimed Profile

Yi Sun

NOVANT ASSET MANAGEMENT, LLC·WINSTON-SALEM, North Carolina

Clean recordNOVANT ASSET MANAGEMENT, LLC

2085 FRONTIS PLAZA, WINSTON-SALEM, NC 27103CRD# 7656671Firm CRD# 145050

Profile Verification

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

Identity

Yi Sun · WINSTON-SALEM, NC

Registration

CRD #7656671 · NOVANT ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Yi Sun is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with NOVANT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

NOVANT ASSET MANAGEMENT, LLC

AUM

$946M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NOVANT ASSET MANAGEMENT, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7656671

Firm CRD# 145050

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Frequently Asked Questions

What services does Yi Sun offer?

Yi Sun specializes in Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Yi Sun's credentials?

Yi Sun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yi Sun located?

Yi Sun is based in WINSTON-SALEM, North Carolina, working with NOVANT ASSET MANAGEMENT, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Yi Sun charge for services?

Yi Sun's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NOVANT ASSET MANAGEMENT, LLC?

NOVANT ASSET MANAGEMENT, LLC has approximately 6 employees and manages $946M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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