Huayu Tsu Investment Management

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$433K
Accounts
3
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Huayu Tsu

    Huayu Tsu

    Investment AdvisorCRD 6564146

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth