Inferred Investment Group

Inferred Investment Group (CRD# 298814) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $198,310 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5610 Scotts Valley Dr., Ste B 421, Scotts Valley, CA 95066
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $39,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Inferred Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Yuju Wang, financial advisor Scotts Valley CA
Yuju Wang
CRD#: 5375250
5610 Scotts Valley Dr., Ste B 421, Scotts Valley, CA 95066

Yuju Wang (CRD# 5375250) is an Investment Advisor Representative working at Inferred Investment Group in Scotts Valley, CA and has over 16 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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