YOUHE ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289259
- Website
- www.youheinvest.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- Corporations / Businesses52.38%
- HNWI47.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Youhe Advisors LLC operates as a limited liability company, focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured to offer a range of services, including insurance brokerage and accounting. While it does not actively engage in ESG investing, it has established a diverse approach to investment management, incorporating various asset classes and investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Cash & Cash Equivalents100%
Contacts
1 of 1Steven Zhang
Managing MemberCRD 6829975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 152 W 57th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
LEXINGTON CAPITAL MANAGEMENT LLC
RIANew York, NY
LIONS FINANCIAL ADVISORY
RIANew York, NY
AMVOY WEALTH
RIANew York, NY
ROYAL TREASURE ADVISORY LLC
RIANew York, NY
ALR CAPITAL ADVISORS, LLC
RIANew York, NY
WEALTHMEUP ADVISORS LLC
RIANew York, NY