Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Liyu Huan

Aumakua Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Liyu Huan

Scott Huan is an investment advisor representative who is currently registered with Aumakua Capital Management LLC. Scott has been in the industry since January 2015 and is registered in Hawaii and Oregon. Scott holds the Series 65 license and specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Scott has experience in market analysis and forecasting.

Firm Information

Scott Huan is currently registered with Aumakua Capital Management LLC. Aumakua Capital Management LLC is an investment advisor managing approximately $7.15 million in assets. The firm provides portfolio management for businesses, individuals, and pooled investment vehicles. They have a total of 12 clients, including investment companies, high-net-worth individuals, and individuals other than high-net-worth.

$7.15M

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Huan’s Registration & Firm History

OR

01/01/2025 - Present

Aumakua Capital Management LLC (ALBANY OR)

Not sure if Scott Liyu Huan is right for you?

Licenses & Designations

IA

Issued 01/05/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Liyu Huan.
Not sure if Scott Liyu Huan is right for you?