| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 12/17/2018 |
| ADV Location | TAIPEI, Taiwan, Republic of China |
| Contact Info | +88 xxxxxxx |
| Websites |
| AUM* | 4,354,136 -8% |
| of that, discretionary | 4,354,136 -8% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 25,917 -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Security ratings or pricing services
- A percentage of assets under your management
No private funds