Cubetech Capital, LLC
Firm details
- Headquarters
- New Territories,
- CRD number
- 284475
- Registered since
- September 12, 2016
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cubetech Capital, LLC is an independent registered investment adviser formed in 2016 and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Cubetech identifies itself as not being a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other55%
- Exchange Traded Equities45%
Owners & executives
1 of 1Qiang Zhang
CEOCRD 6681175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Territories, null
Location
New Territories, null
Headquartered in New Territories, null.
- Address
- 93 San Tam Rd
- Office locations
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