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Malinda Mei-Yin Khauv

CERCANO MANAGEMENT LLC·BELLEVUE, Washington
Unclaimed Profile
1110 112TH AVENUE NE, BELLEVUE, WA 98004CRD# 6334664Firm CRD# 315897
01

About

Malinda Mei-Yin Khauv is a registered financial advisor based in BELLEVUE, Washington, affiliated with CERCANO MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CERCANO MANAGEMENT LLC
CERCANO MANAGEMENT LLC
AUM
$10.5B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at CERCANO MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6334664
Firm CRD# 315897
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Malinda Mei-Yin Khauv offer?
Malinda Mei-Yin Khauv specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Malinda Mei-Yin Khauv's credentials?
Malinda Mei-Yin Khauv is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Malinda Mei-Yin Khauv located?
Malinda Mei-Yin Khauv is based in BELLEVUE, Washington, working with CERCANO MANAGEMENT LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Malinda Mei-Yin Khauv charge for services?
Malinda Mei-Yin Khauv's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERCANO MANAGEMENT LLC?
CERCANO MANAGEMENT LLC has approximately 70 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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