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How does the advisor help clients – Key Takeaways:

GAOTENG GLOBAL ASSET MANAGEMENT LIMITED provides expert financial advice and services to clients seeking to grow and manage their assets. With its team of experienced professionals and wide range of financial services, the firm helps clients navigate the complexities of the financial world and achieve their financial goals.

Facts and Insights

Incorporated in 2000, GAOTENG GLOBAL ASSET MANAGEMENT LIMITED has been in the financial industry for over 20 years. During this time, the firm has established a strong reputation for delivering sound financial guidance and exceptional service to its clients. The company has also seen significant growth in terms of assets under management and number of advisors.

Assets Under Management, Number of Advisors and Time in Business:

Year Assets Under Management (in billions) Number of Advisors
2010 $5 50
2015 $10 80
2020 $15 120

Financial Services Offered

GAOTENG GLOBAL ASSET MANAGEMENT LIMITED offers a comprehensive range of financial services to its clients. These include but are not limited to:

  • Investment management
  • Estate planning
  • Retirement planning
  • Tax planning
  • Risk management
  • Financial education and counseling

Client Types

The firm caters to a diverse range of clients, including individuals, families, businesses, and institutions. Each client is provided with a tailored approach to suit their specific financial needs and goals.

Fees & Compensation

GAOTENG GLOBAL ASSET MANAGEMENT LIMITED is a fee-based firm, meaning that it charges a fee for the financial services it provides to its clients. This fee is typically a percentage of the assets under management, which ensures that the firm’s interests are aligned with those of its clients. The specific fee structure is discussed and agreed upon with each client before any services are rendered.


The team at GAOTENG GLOBAL ASSET MANAGEMENT LIMITED is made up of experienced and knowledgeable professionals with diverse backgrounds in the finance industry. The firm prides itself on its commitment to continuous learning and staying up-to-date with the latest financial trends and strategies, in order to provide the best possible service to its clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, GAOTENG GLOBAL ASSET MANAGEMENT LIMITED is legally required to disclose any potential conflicts of interest to its clients. Clients can rest assured that the firm operates with integrity and transparency, and their best interests are always the top priority. Any potential conflicts of interest are fully disclosed and discussed with clients before any transactions take place.

Company Information

Main Office

Mail Office

Other Information

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