Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This document does not contain any fee information. It is a disclosure brochure for Lily Li.
Areas of Practice
Advisor Information
Office location
141 Parkway Road, Suite 15, Bronxville, NY, 10708
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa is the President of Hedge Connection Inc., dedicating about half of her time to business development and account management. She also serves as an Investment Advisory Representative for Vioni Capital Management and a Co-Director for Astraeus Fund, Ltd, but spends minimal time on these activities. Additionally, Lisa is a FINRA arbitrator and involved with Green Chi Group, a potential venture capital fund.