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Kevin Guochen Yin

Asterozoa Management

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About Kevin Guochen Yin

Kevin Yin is a financial advisor currently registered with Asterozoa Management. Kevin is a Chartered Financial Analyst and has experience in the industry since 2015. Kevin has worked with firms such as PIMCO, Davenport Capital Management, and UBS Wealth Management. Kevin's current registrations are with the state of California. Asterozoa Management provides portfolio management services to investment companies and pooled investment vehicles.

Firm Information

Kevin Yin is currently registered with Asterozoa Management. Asterozoa Management is an investment advisor based in . They manage $106,047,795 in assets for 4 clients, primarily investment companies and pooled investment vehicles. Their services include portfolio management for investment companies and pooled investment vehicles.

$106.05M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kevin Yin’s Registration & Firm History

AZ

11/17/2022 - Present

Asterozoa Management (PHOENIX AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Guochen Yin.
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