Yijie Tang is a registered investment advisor at Caerus Investment Advisors, LLC, based in West Lake Hills, TX. Yijie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Caerus Investment Advisors offers wrap comprehensive portfolio management services. Please refer to the Wrap Fee Program Brochure for additional information.
Location
West Lake Hills, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yijie is the owner of Gloomberg Limited Liability Company, a financial tools provider, since November 2024. Yijie spends about 10-20% of his time developing financial research tools and analysis platforms.
Employment History
Current Registrations
Caerus Investment Advisors, LLC
State Registrations2 states
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