JL
John Y. Liu
LAURELHURST ASSET MANAGEMENT LLC
Portland, OR 97214
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CRD#: 5293182
JL
Professional summary
John Yao Liu, who also goes by John Y. Liu, is a registered financial advisor currently at LAURELHURST ASSET MANAGEMENT LLC located in Portland, Oregon.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Y. Liu
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Yao Liu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 5, 2021 - Present
LAURELHURST ASSET MANAGEMENT LLC
Office #1: 1001 Se Water Ave. Suite 217, Portland, OR 97214RIA
CRD#: 306141
Portland, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(8/5/2021)
IAR
Washington(2/23/2022)
Exams
Current Firm
LA
LAURELHURST ASSET MANAGEMENT LLC
LAURELHURST ASSET MANAGEMENT LLC
CRD#: 306141 / SEC#: 801-117806
RIA
Registered Investment Advisory firm - (12/8/2021 Terminated)Oregon
Registered Investment Advisory firm - (10/11/2021 Approved)Washington
Registered Investment Advisory firm - (2/23/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1001 Se Water Ave. Suite 217, Portland, OR 97214
Mailing Address
Phone number
(503) 206-8773
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 94,656,747 |
Red Flags
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