UNICREDIT FINANCIAL SERVICES AND INVESTMENT ADVISOR

WALNUT, California·3 registered advisors·CRD# 304324
SEC# 801-11768005626589537
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at UNICREDIT FINANCIAL SERVICES AND INVESTMENT ADVISOR

3 registered advisors
Guangyan Ren
WALNUT, California
Paul Yee Lo
WALNUT, California
Tzuu Pien Chiang
WALNUT, California
05

Office Locations

WALNUT, California
3 advisors

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Data sourced from SEC Form ADV filings. UNICREDIT FINANCIAL SERVICES AND INVESTMENT ADVISOR (CRD# 304324) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.