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Ying Ying Huang

Investment adviser representative at The Mather Group, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.4BFirm assets

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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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. The Mather Group, LLCAug 2021 to now
  2. Treybourne Wealth PlannersMar 2019 to Aug 2021
  3. Private Vista, LLC (formerly Financial Strategy Network LLC)Sep 2011 to Mar 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (IL).

The Mather Group, LLC

$13.4BAssets managed
4,773Clients
109Advisers
15 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
6201564
Firm CRD
156005
Advisor's SEC record (opens in a new tab)
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