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Yong Park

4 Years of Experience
New York, NY

Yong Park is a registered investment advisor at Db Advisory America, Limited(ltd), based in New York, NY, with 4 years of industry experience. Yong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 3 clients with $1.3B in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
3 clients
Average Client Portfolio
$433.3M average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)

DB Advisory America charges an annual flat fee, payable quarterly in advance. The fee is based on the value of the assets being managed and advisory contributions from clients. The specific fee is listed in Schedule A of the client's Advisory Services Agreement. Clients are also responsible for out-of-pocket expenses, such as fees for auditors and attorneys. The client and DBAA may negotiate to adjust the terms and charges.

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Location

551 5th Avenue, Suite 1922, New York, NY, 10176-1906

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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
Db Advisory America, Limited(ltd)
October 2021 - Present · 4 yrs 7 mos
State Registrations2 states
CAHI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.