AH

Angela Yuan-Yuan Hou

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
71,370 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$259.9B

Fee Structure

Financial Planning:Investment management only

This brochure does not contain specific fee schedules or ranges. Fees for Institutional Separate Accounts are individually negotiated. For Retail SMAs, fees are determined by wrap fee programs or dual contract arrangements. Clients are responsible for selecting a Designated Cash Sweep Vehicle for uninvested cash.

Areas of Practice
Investment Management
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Advisor Information

Office location

333 West Wacker Drive, Chicago, IL, 60606

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nuveen Asset Management, LLC
July 2023 - Present · 2 yrs 6 mos
Nuveen Securities, LLCBroker
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Neuberger Berman Bd LLC
April 2015 - July 2023 · 8 yrs 3 mos
Neuberger Berman Bd LLC Broker
April 2015 - July 2023 · 8 yrs 3 mos
Lord, Abbett & CO. LLC
November 2013 - April 2015 · 1 yr 5 mos
Lord Abbett Distributor LLCBroker
August 2013 - April 2015 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.