Ying Ying Huang

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 03/2019
  Private Vista, Llc (Formerly Financial Strategy Network Llc)
  Chicago, IL
• 03/2019 → 08/2021
  Treybourne Wealth Planners
  Greenwood, IN
• 08/2021 → Present
  The Mather Group, Llc
  Chicago, IL

Previous Registrations

• 2019-04-02 → 2021-08-05
  Treybourne Wealth Planners
  Chicago, IL
  Greenwood, IN
  Chicago, IL
• 2013-08-19 → 2019-04-12
  Private Vista, Llc
  Oak Brook, IL
  Chicago, IL

Designations

• Certified Financial Planner

Other Names

• Chase Ying Huang