Yongjun
Li
Kailasa Capital Management LLC
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About this Advisor
Yongjun Li is a financial advisor based in Pittsburgh, Pennsylvania, working with Kailasa Capital Management LLC. Yongjun Li has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, and Kailasa Capital Management LLC. Yongjun Li has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania, Texas, and Virginia. Yongjun Li is currently with Kailasa Capital Management LLC, which operates one office and has three employees. The firm manages $276.1 million in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. Kailasa Capital Management LLC offers asset-based and performance-based fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kailasa Capital Management LLC Brokerage Details
$276,092,174
3
352
$784,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Yongjun Li Work History
Kailasa Capital Management LLC
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Yongjun Li to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kailasa Capital Management LLC
Pittsburgh, PA
Pittsburgh, PA
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