# UNICREDIT FINANCIAL SERVICES AND INVESTMENT ADVISOR

UNICREDIT FINANCIAL SERVICES AND INVESTMENT ADVISOR of WALNUT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 304324
- Type: SEC-registered investment adviser
- SEC file number: 801-117680
- Location: 19811 COLIMA ROAD, SUITE 320, WALNUT, CA, 91789
- Phone: 5626589537
- Latest filing: 2020-07-21
- Clients: 3

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| LO PAUL YEE | CCO | — |
| Ren Guangyan | CEO; SECRETARY | — |
| Chiang Tzuu Pien | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304324/similar
- Related entities: https://search.stillhousedata.com/firm/304324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304324

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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.