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BELAY INVESTMENT GROUP, LLC
BELAY INVESTMENT GROUP, LLC
SHERMAN OAKS, California
·
4 registered advisors
·
CRD# 281985
SEC# 801-107351
3
310-689-7700
01
Firm Overview
AUM
$410M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at BELAY INVESTMENT GROUP, LLC
4 registered advisors
Amy Hui Chih Ko
SHERMAN OAKS, California
CRD# 5809067
Barry Aaron Chase
SHERMAN OAKS, California
CRD# 5809065
Eliza Bailey
SHERMAN OAKS, California
CRD# 5318981
Suzanne West Santillan
SHERMAN OAKS, California
CRD# 5118660
05
Office Locations
SHERMAN OAKS, California
4 advisors
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Data sourced from SEC Form ADV filings. BELAY INVESTMENT GROUP, LLC (CRD# 281985) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.