| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/01/2024 |
| ADV Location | TAIPEI CITY, Taiwan, Republic of China |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 21,760,348 |
| of that, discretionary | 21,760,348 |
| Number of Employees | 9 800% |
| of those in investment advisory functions | 5 400% |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,760,348 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds