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Wang Financial
WANG FINANCIAL, LLC is an SEC-registered investment adviser in SANTA BARBARA, CA. The firm manages $70 million in assets, $55 million on a discretionary basis.
Overview
WANG FINANCIAL, LLC is an SEC-registered investment adviser in SANTA BARBARA, CA. The firm manages $70 million in assets, $55 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Wang Financial?
No named principals or CIOs have been publicly disclosed for Wang Financial. The firm maintains a low profile, typical of single-family offices that do not seek external attention.
What investment sectors does Wang Financial target?
Specific sector preferences or avoidance lists are not disclosed by Wang Financial. The firm's investment scope remains private, with no public documentation of portfolio holdings.
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