Vienna Asset Management LLC

Vienna Asset Management LLC, based in Cupertino, California, was established in August 2018 and is solely owned by Yanjuan “Jennifer” Huang. The firm specializes in providing investment management services to separately managed account clients, tailoring investment strategies to individual goals, risk tolerance, and objectives. Clients grant Vienna Asset Management discretionary authority to execute investment transactions, with the option to impose restrictions on certain securities. The firm also offers financial planning services to high-net-worth individuals and families, covering areas such as financial goals, cash flow analysis, retirement strategies, risk management, tax reduction, and estate preservation. Vienna Asset Management charges investment advisory fees based on a percentage of assets under management, with an annual fee not exceeding 3%. The firm generally requires a minimum account size of $3 million, although lower amounts may be accepted at its discretion. Clients receive quarterly account statements from the custodian, and performance reports are available upon request. Vienna Asset Management does not vote proxies on securities and does not have any financial conditions likely to impair its ability to meet commitments to clients. The firm has not been involved in any criminal or civil actions, administrative enforcement proceedings, or bankruptcy petitions in the past ten years.