YUKA CORP
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 337865
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Yuka Corp is a small, privately owned corporate RIA that provides portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-assets-under-management fee model and reports its advisory mandate as portfolio management rather than institutional or pension consulting. Ownership is by an individual and the adviser is not structured as a multi-state or related adviser. Yuka Corp is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities75%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1KAIYUAN WANG
PresidentCRD 8130892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 703 Asbury St
- Time zone
- CT (UTC-6)
- Office locations
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