# BEYOND FINANCIAL SERVICES

BEYOND FINANCIAL SERVICES of FREMONT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286350
- Type: SEC-registered investment adviser
- SEC file number: 801-108878
- Location: 39560 STEVENSON PLACE, SUITE 111, FREMONT, CA, 94539
- Phone: 5107929395
- Latest filing: 2026-02-13
- Regulatory AUM: $176.7M
- Non-discretionary AUM: $176.7M
- Clients: 4
- Accounts: 335

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Ka Ki Kenneth Leung | CCO | — |
| LEUNG KA KI KENNETH | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286350/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286350/similar
- Related entities: https://search.stillhousedata.com/firm/286350/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286350

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.