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Philip y Li

● SEC registered since 2023CRD 322864SEC# 801-127382San Francisco, CA
Export (members)
Reg. AUM
Employees
Accounts
Location
San Francisco, CA

Philip y Li assets under management

Philip y Li is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2023.

Philip y Li owners & executives

1 reported
NameTitleOwnershipSince
Philip Y Li ControlOwner, Ceo, Cfo, Coo, Clo, CcoOver 75%2022

Frequently asked questions

Where is Philip y Li located?

Philip y Li is based in San Francisco, CA and has been SEC-registered since 2023.

Does Philip y Li disclose fund performance?

Philip y Li is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5214f Diamond Heights Blvd, #3225, San Francisco, CA 94131
Phone510-325-9439
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo