BEYOND FINANCIAL SERVICES

FREMONT, California·1 registered advisor·CRD# 286350
SEC# 801-10887815107929395
01

Firm Overview

AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEYOND FINANCIAL SERVICES

1 registered advisor
Ka Ki Kenneth Leung
FREMONT, California
05

Office Locations

FREMONT, California
1 advisor

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Data sourced from SEC Form ADV filings. BEYOND FINANCIAL SERVICES (CRD# 286350) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.