YONGCHANG COMPANY INC
Firm details
- Headquarters
- DULUTH, Georgia
- CRD number
- 304736
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans81.96%
- Individuals18.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Yongchang Company Inc. is a small corporate RIA owned by an individual and positioned to serve both individuals/families and institutional clients. Its stated advisory activity is portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM basis. The firm does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or related adviser. The adviser is not organized as a multistate or newly formed adviser in the provided data.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities91%
- Private Funds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1SHARON YU
OwnerCRD 7006609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DULUTH, GA
GWINNETT
Location
DULUTH, GA
Headquartered in DULUTH, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 3775 Venture Dr
- Time zone
- ET (UTC-5)
- Office locations
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