Huayu Tsu Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 285284
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Huayu Tsu Investment Management is a sole-proprietorship wealth advisory run by Huayu Tsu that provides discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and concentrates its client work on individual and family relationships rather than institutional mandates. Investment activity is tilted toward publicly traded equities and exchange-traded products; the firm does not identify as an active ESG investor and operates as a single-state adviser. Portfolio construction appears compact and equity-focused. With a small client base and full discretionary authority over the assets it manages, the firm likely combines core ETF exposures for broad market coverage with select individual equity positions to deliver client-specific outcomes and cost-efficient execution.
Assets & Accounts
Public Holdings
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1Huayu Tsu
Investment AdvisorCRD 6564146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Pmadvisers
RIAKRH Investments, LLC
RIASoho Financial Services LLC
RIAMontecito, CA
Simmons Financial Services, Inc.
RIARichmond, MI