SL
SL

Simon Chung-Yee Liu

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
1,211 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1880 Century Park East, Ste. 200, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rvw Wealth LLC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Harold Davidson & Associates INC
August 2017 - April 2018 · 8 mos
Hcr Wealth Advisors
August 2016 - October 2017 · 1 yr 2 mos
Pacific Financial Strategies, INC
July 2011 - April 2016 · 4 yrs 9 mos
Daat Asset Management
May 2010 - June 2011 · 1 yr 1 mo
Guggenheim Partners Asset Management, LLC
January 2007 - May 2011 · 4 yrs 4 mos
State Registrations5 states
CACTILTXWA
Advisor
Exams
No exam information available for this advisor.
Simon Chung-yee Liu - Financial Advisor | TrueAdvisor