Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xin? Claim Your ProfileXin Zhang is a registered investment advisor representative with Data One Capital Management LLC. Xin has been in the industry since August 2016 and has worked for Data One Global and Purdue University. Xin specializes in portfolio management for businesses. Xin obtained the Series 65 license on November 11, 2021. Data One Capital Management LLC has assets under management of $40,000,000. The firm's compensation arrangements include percentage of assets and performance-based fees. Xin is also a senior data scientist at Data One Global.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/19/2021 - Present
Data ONE Capital Management LLC (FRISCO TX)
IA
Issued 11/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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