BC
CFP
BC
CFP

Bryan Soo Saeng Cass

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
567 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee
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Location

580 California St., San Francisco, CA, 94104

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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
Lnw
March 2025 - Present · 11 mos
Lnw
September 2023 - Present · 2 yrs 5 mos
State Registrations3 states
CANYWA
Advisor
Exams
No exam information available for this advisor.