Yu-chi Peng-lee
Investment adviser representative at Mayfield Advisors, Inc.
20 yearsExperience
1 stateRegistered in
$143.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Mayfield Advisors, Inc.Jan 2007 to now
- Irvin, Abrahamson & Co.Jul 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mayfield Advisors, Inc.
$143.5MAssets managed
40Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5410591
- Firm CRD
- 144072