Corgi Strategies, LLC
Corgi Strategies, LLC is an SEC-registered ria in San Francisco, CA with $10.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Corgi Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337985, SEC 801-134212, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $10.0M (2026-03-31)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 1
- CRD
- 337985
- Ownership
- Yuan, Emily, Zeng; Laqua, Nicolas, Scott; CORGI INSURANCE SERVICES, INC.
How much AUM does Corgi Strategies, LLC have?
Corgi Strategies, LLC reported $10.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Corgi Strategies, LLC?
Disclosed owners and executives of Corgi Strategies, LLC include Yuan, Emily, Zeng, Laqua, Nicolas, Scott, CORGI INSURANCE SERVICES, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.