Beyond Financial Services
● SEC registered since 2017CRD 286350SEC# 801-108878Fremont, CA
Reg. AUM
$176.7M
Employees
4
Accounts
335
Location
Fremont, CA
Beyond Financial Services assets under management
Beyond Financial Services operates as an SEC-registered investment adviser based in Fremont, CA. The firm has been registered since 2017. It reports $176.7 million in regulatory assets under management and employs 4 people.
Beyond Financial Services owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ka Ki Kenneth Leung Control | Cco | Over 75% | 2016 |
Frequently asked questions
How much does Beyond Financial Services manage?
Beyond Financial Services reports $176.7 million in regulatory assets under management on its Form ADV.
How many employees does Beyond Financial Services have?
Beyond Financial Services reports 4 employees.
Where is Beyond Financial Services located?
Beyond Financial Services is based in Fremont, CA and has been SEC-registered since 2017.
Does Beyond Financial Services disclose fund performance?
Beyond Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 39560 Stevenson Place, Suite 111, Fremont, CA 94539 |
| Phone | 5107929395 |
| Fax | 5108943974 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.7M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$176.7Mregulatory AUM
Discretionary $0Non-discretionary $176.7M