| Name | Title | Ownership | Since |
|---|---|---|---|
| Ka Ki Kenneth Leung Control | Cco | Over 75% | 2016 |
Beyond Financial Services reports $155.2 million in regulatory assets under management on its Form ADV.
Beyond Financial Services reports 5 employees.
Beyond Financial Services is based in Fremont, CA and has been SEC-registered since 2017.
Beyond Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | — |
| Non-discretionary | $155.2M |
| Total (RAUM) | $155.2M |