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Billy Hong Shun Yuen

BRICKELL KEY ASSET MANAGEMENT LLC·CHARLESTON, South Carolina
Clean recordBRICKELL KEY ASSET MANAGEMENT LLC
171 CHURCH STREET, CHARLESTON, SC 29401CRD# 1719972Firm CRD# 295209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Billy Hong Shun Yuen · CHARLESTON, SC
Registration
CRD #1719972 · BRICKELL KEY ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Billy Hong Shun Yuen is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with BRICKELL KEY ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BRICKELL KEY ASSET MANAGEMENT LLC
BRICKELL KEY ASSET MANAGEMENT LLC
AUM
$268M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BRICKELL KEY ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1719972
Firm CRD# 295209
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Billy Hong Shun Yuen offer?
Billy Hong Shun Yuen specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Billy Hong Shun Yuen's credentials?
Billy Hong Shun Yuen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Billy Hong Shun Yuen located?
Billy Hong Shun Yuen is based in CHARLESTON, South Carolina, working with BRICKELL KEY ASSET MANAGEMENT LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Billy Hong Shun Yuen charge for services?
Billy Hong Shun Yuen'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 BRICKELL KEY ASSET MANAGEMENT LLC?
BRICKELL KEY ASSET MANAGEMENT LLC has approximately 9 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRICKELL KEY ASSET MANAGEMENT LLC

Mark Hampton Broadwater
CHARLESTON, SC
John Joseph Sicilian
CHARLESTON, SC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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