Kun-Lun Development Corporation
Firm details
- Headquarters
- ,
- CRD number
- 39283
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kun-Lun Development Corporation operates as a small, owner-managed advisory focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and also uses performance-based fee arrangements on at least some accounts, which suggests willingness to pursue active, outcome-oriented mandates for clients who accept incentive pricing. The adviser reports a clear preference for equities as the dominant allocation across client portfolios. The adviser is not positioned as a multi-state or ESG-focused manager and is not identified as a capital allocator. Its client base is individual and family households rather than institutional or retirement-plan sponsors. All reported AUM is discretionary, indicating the firm typically manages portfolios under discretionary authority rather than pure advisory or model-only relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
3 of 3Daniel Kuo
CRD 5186600
Gilbert Kuo
Investment Adviser RepresentativeCRD 2493117
Yeh-chwen Kuo
Investment Adviser RepresentativeCRD 4954827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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