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Norman L. Yu & Company,Inc.

23 Corporate Plaza Suite 215
Newport Beach, California 92660
United States
Contact :      Mr. Mark Yu, VP
Phone :       (949) 720-3993
Fax :             (949) 760-1321
Email :
Web : 

Norman L. Yu & Company,Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $80
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1969
Wrap Programs Offered? : Yes
# of Accounts Managed : 151
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Norman L. Yu & Company,Inc. History

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Norman L. Yu & Company,Inc. Personnel

Mr.  Norman Yu

Tel : 949-720-3993
Norman is the son of Fisher Yu who started one of the earliest brokerage firms in Hong Kong after World War II. An avid student of the U.S. stock market, he has assembled many volumes of research on investing, from over 40 years of investment experience. His research led him to the development of his proprietary Six-Keys Stock Selection and Volume Analysis of the Market. The success of this discipline was recognized when the firm earned a placed in Nelson's Publications "Top 20" performance rankings in the categories of U.S. Equity (all styles) and U.S. Growth Equity in 1994. During the span of Mr. Yu's investment management career, he has been involved in lecturing, business seminars, radio, TV appearances and investment journalism for newspapers and other periodicals. As founder of the Company, he has built an exceptionally strong and efficient organization designed to achieve superior, long-term investment results.

Norman L. Yu & Company,Inc. Product Name

Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.

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