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Chris Young Yoo

SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC·BELLEVUE, Washington
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10655 NE 4TH STREET STE 500, BELLEVUE, WA 98004CRD# 3136504Firm CRD# 139728
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About

Chris Young Yoo is a registered financial advisor based in BELLEVUE, Washington, affiliated with SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 3136504
Firm CRD# 139728
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chris Young Yoo offer?
Chris Young Yoo specializes in Retirement Planning. Contact their office in BELLEVUE, Washington for a consultation.
What are Chris Young Yoo's credentials?
Chris Young Yoo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chris Young Yoo located?
Chris Young Yoo is based in BELLEVUE, Washington, working with SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Chris Young Yoo charge for services?
Chris Young Yoo's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC?
SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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