Kun-Lun Development Corporation

RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$944K
Accounts
7
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
39283
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kun-Lun Development Corporation operates as a small, owner-managed advisory focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and also uses performance-based fee arrangements on at least some accounts, which suggests willingness to pursue active, outcome-oriented mandates for clients who accept incentive pricing. The adviser reports a clear preference for equities as the dominant allocation across client portfolios. The adviser is not positioned as a multi-state or ESG-focused manager and is not identified as a capital allocator. Its client base is individual and family households rather than institutional or retirement-plan sponsors. All reported AUM is discretionary, indicating the firm typically manages portfolios under discretionary authority rather than pure advisory or model-only relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

3 of 3
  • Daniel Kuo

    CRD 5186600

  • Gilbert Kuo

    Investment Adviser RepresentativeCRD 2493117

  • Yeh-chwen Kuo

    Investment Adviser RepresentativeCRD 4954827

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth