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CRD#: 300796
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

KARMEQ, LLC is located at 318 Westlake Center Suite 203, Daly City, CA 94015 and was first established at San Francisco, Delaware in 11/21/2018. After operating for 7 years, KARMEQ, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of KARMEQ, LLC’s clients are individuals and 0% of their clients are high net worth individuals. KARMEQ, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at KARMEQ, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access KARMEQ, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at KARMEQ, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for KARMEQ, LLC Comes From

Understanding the Statistics for KARMEQ, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
318 Westlake Center Suite 203, Daly City, CA 94015
Mailing Address
50 California Street Suite 1500, San Francisco, CA 94111
Firm Size
Small
Phone Number
(415) 651-5767
Established
Delaware since 11/21/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
POPLAR CAPITAL, INCSOLE MEMBER
MOYE, CELESTE WILLATFINOP6566618
WOO, WAYLAND LEECHIEF COMPLIANCE OFFICER4146546
YOUNG, DARRELL MINGKONGCEO4708550

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at KARMEQ, LLC

DY

Darrell Mingkong Young

Darrell Young
IAR
RR
CRD#: 4708550
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Daly City, CA 94015
Company:
POPLAR GLOBAL WEALTH MANAGEMENT LLC
Disclosures:
Experience:
22 years
View Profile
WW

Wayland Lee Woo

Wayland Lee Woo
RR
CRD#: 4146546
Location:
Daly City, CA 94015
Company:
KARMEQ, LLC
Disclosures:
Experience:
26 years
View Profile
CM

Celeste Willat Moye

RR
CRD#: 6566618
Location:
Portland, OR 97209
Company:
EQUILIBRIUM CAPITAL SERVICES, LLC
Disclosures:
Experience:
10 years
View Profile
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