BEYOND GLOBAL MANAGEMENT, LLC

HOUSTON, Texas·2 registered advisors·CRD# 316510
SEC# 801-1266380949-336-5630
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BEYOND GLOBAL MANAGEMENT, LLC

2 registered advisors
Huimin Zhan
IRVINE, California
Jason Ye
IRVINE, California
05

Office Locations

IRVINE, California
2 advisors

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Data sourced from SEC Form ADV filings. BEYOND GLOBAL MANAGEMENT, LLC (CRD# 316510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.