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John Yao Liu

LAURELHURST ASSET MANAGEMENT LLC·PORTLAND, Oregon
Clean recordLAURELHURST ASSET MANAGEMENT LLC
1001 SE WATER AVE, PORTLAND, OR 97214CRD# 5293182Firm CRD# 306141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Yao Liu · PORTLAND, OR
Registration
CRD #5293182 · LAURELHURST ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Yao Liu is a registered financial advisor based in PORTLAND, Oregon, affiliated with LAURELHURST ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LAURELHURST ASSET MANAGEMENT LLC
LAURELHURST ASSET MANAGEMENT LLC
AUM
$85M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LAURELHURST ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5293182
Firm CRD# 306141
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Yao Liu offer?
John Yao Liu specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are John Yao Liu's credentials?
John Yao Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Yao Liu located?
John Yao Liu is based in PORTLAND, Oregon, working with LAURELHURST ASSET MANAGEMENT LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does John Yao Liu charge for services?
John Yao Liu'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 LAURELHURST ASSET MANAGEMENT LLC?
LAURELHURST ASSET MANAGEMENT LLC has approximately 1 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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