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Fioh Global Asset Management AND Strategies, LLC

Headquartered in UNIVERSITY PLACE, WA

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Firm Information

Fioh Global Asset Management AND Strategies, LLC is an investment advisor registered with the SEC. They offer financial planning, portfolio management for individuals, and portfolio management for businesses, with a focus on serving high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. They manage approximately $37.5 million in regulatory assets.

Fioh Global Asset Management AND Strategies, LLC

$37.52M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FIOH GLOBAL ASSET MANAGEMENT AND STRATEGIES, LLC has a total of 1 branch locations across the country.
location

Tacoma, WA

Advisors at Fioh Global Asset Management AND Strategies, LLC

View All 1 Advisors
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Elaine K Chan

CFP®, RA

Tacoma, WA

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Disclosures

There are no public disclosures for Fioh Global Asset Management AND Strategies, LLC.

Frequently Asked Questions (5)

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