Beyond Profit And Wealth Consulting

Beyond Profit And Wealth Consulting (CRD# 315621) is a financial advisory firm headquartered in , . They manage $4,300,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.beyondprofitconsult.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,075,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Beyond Profit And Wealth Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Youfeng Jiang, financial advisor Laurel MD
Youfeng Jiang
CRD#: 7159301
Laurel, MD

Youfeng Jiang (CRD# 7159301) is an Investment Advisor Representative working at Beyond Profit And Wealth Consulting in Laurel, MD and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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