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John Yao Liu

LAURELHURST ASSET MANAGEMENT LLC·PORTLAND, Oregon
Clean record5 years registeredLAURELHURST 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 · 5 years registered
Brand Profile
Not yet started
01

Career History

LAURELHURST ASSET MANAGEMENT LLC
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 5, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAURELHURST ASSET MANAGEMENT LLC
CRD 306141 · SEC 801-117806
AUM
$85M
Regulatory assets under management
Employees
1
41 client accounts
Services offered by LAURELHURST ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LAURELHURST ASSET MANAGEMENT LLC →
Introduction

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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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